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


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


  • Clio Web App
  • QuickBooks Online

Additional Information:



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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