KCS - 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:

n/a

Answer:

No. The sync will start on the day that it is enabled. Trust data entered previous to this time will not be included in the sync.

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