Objective:

• Prevent Trust Disburse Entry from syncing to Quickbooks Online 

Environment:

• 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 

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