- To learn if it's possible to set a specific date in which to start the Trust sync
- Clio Web App
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.
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.