You do great work—now get recognized for it. Apply now for our 2018 Reisman Awards.
           See last year's winners!

KCS - 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?