Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How To Stop Syncing Trust Disbursements To Quickbooks


  • Prevent Trust Disburse Entry from syncing to Quickbooks Online 


  • Clio Web App

Additional Information:

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


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


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