Objective:
- Prevent Trust Disburse Entry from syncing to Quickbooks Online
Environment:
- Clio Manage
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:
- Select Settings
- Select Bill Syncing
- Scroll down to the Trust Sync Feature
- Uncheck the box Sync Disbursements
- Select Updates Sync Settings