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How To Stop Syncing Trust Disbursements To QuickBooks Online

Objective:

  • Prevent Trust Disburse Entry from syncing to QuickBooks Online

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

  • This will prevent the sync from sending Disbursements to QuickBooks Online. 
  • After updating this feature, it will take 24 hours for the sync to update, and it will not unsync the data retroactively 

Procedure:

  1. Select Settings
  2. Select Bill Syncing 
  3. Scroll down to the Trust Sync Feature 
  4. Uncheck the box Sync Disbursements
  5. Select Updates Sync Settings

 

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