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Can I Exclude Disbursements or Bill Payments from Trust from the QuickBooks Online Sync?

Objective:

  • Prevent duplicate transaction entries in QuickBooks Online when using a Bank Feed
  • Use the QuickBooks Online sync for Bills but not Trust transactions

Environment:

  • Clio Web App
  • QuickBooks Online

Additional Information:

n/a

Answer:

Yes, you can de-select Disbursements or Bill Payments from Trust in the Bill Syncing settings page to exclude those transactions from syncing over to QuickBooks Online from Clio.

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