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:

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

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

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.

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