Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Is There A Sync Forward Date For the Trust Sync with QuickBooks Online

Objective:

  • To learn if it's possible to set a specific date in which to start the Trust sync

Environment:

  • Clio Web App

Additional Information:

Trust transactions dated after the trust sync start date will sync to QuickBooks.

e.g. Backdated trust transactions entered after the trust sync start date will not sync to QuickBooks.

Answer:

Yes. The Trust Sync start date will default to the day that the sync is enabled, but this can be modified in Settings > Bill Syncing. Trust data entered previous to this date will not be included in the sync.

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