2017

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KCS - Are Trust accounts synced between Clio and QBO?

Objective:

n/a

Environment:

  • Clio Web App
  • Quickbooks Online

Additional Information:

Full details here: Clio + QBO: Trust Accounting

Answer:

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.

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