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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.

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