- Clio Web App
- Quickbooks Online
Full details here: Clio + QBO: Trust Accounting
No, deposits into trust must be entered manually in both Clio and QBO. Once the trust funds are applied to a bill, the payment will sync from Clio to QBO. It is then necessary to create a Manual Journal Entry to adjust the balance of your Trust Liability Account and Trust Bank Account in QuickBooks Online to accurately reflect your Trust Balance.