Introducing The Law Community, the online community just for Clio customers. Sign up now.

Are Trust Transactions in Clio Linked to Clients in Quickbooks Online?

Objective:

  • Are Trust transactions linked to Clients in Quickbooks Online?

Environment:

  • Clio Manage
  • Quickbooks Online 

Additional Information:

  • n/a

 

Answer:

No they are not. However you can find the journal entries for the Trust transactions in the designated Trust Account in Quickbooks which would also display the Clients name. 

 

In order to verify how much each Client has in their Trust please refer to Clio's Trust Listing Report or view the Client/Matter's transactions. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality