Question:

• When I Manually Write a Check for a Deposit From a Trust Account to Pay a Bill, Why Does Quickbooks Show Two Transactions?

Environment:

• Clio Manage
• Quickbooks Online

Additional Information:

• For additional information on trust account syncing to Quickbooks Online please click here.

Answer:

When you pay a bill using a trust account within Clio and have Quickbooks synced to your trust account within Clio, a transaction will generate. If you do this, and then write a check and deposit this at your banking institution, Quickbooks will also record this transaction as it is synced to your bank account. To avoid this, you can follow these steps: 

1. Click Settings
2. Click Bill Syncing
3. Click Configure settings
4. Go to "What will this Export?" heading
5. Un-check "Payments made to Trust Requests and to Bills from a client account"
6. Click Save sync settings