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What are the New Trust Sync Features?

Objective:

  • Overview of the New Trust Sync Feature

Environment:

  • Clio Manage

Additional Information:

  • Note: The Trust Sync will only pull in transactions entered on or after the date specified in the Trust Sync section on the QuickBooks Online sync settings page in Settings > Bill Syncing

Answer:

  • Two new options have been added to the Quickbooks Trust Sync Feature. Clients now have the option to prevent Trust Disbursements and Bill Payments from Trust from syncing to Quickbooks Online. 
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