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


  • Are Trust transactions linked to Clients in Quickbooks Online?


  • Clio Manage
  • Quickbooks Online 

Additional Information:

  • n/a



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. 


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