KCS - How To Stop Syncing Trust Disbursements To Quickbooks

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

 

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