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How to Find Trust Transactions in Clio

Objective :

  • Find a trust transaction that is showing in Quickbooks in Clio

Environment:

  • Clio Manage

Procedure:

  1. Click Accounts
  2. Click the name of the Trust account
  3. Optionally specify a date range or hold Command+F (on Mac) or Control+F (on Windows) on your keyboard to find a specific amount

 

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