Objective:
- A transaction I added to a trust account isn't syncing to QuickBooks Online
Environment:
- Clio Manage
- QuickBooks Online
Additional Information:
n/a
Answer:
Check the amounts that are 'waiting to be matched'. If there are multiple transactions from Clio of the same amount, you will need to select which transactions they match up to in QuickBooks Online—they don't automatically get matched.