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.

Can I Sync More Than One Trust Account to Quickbooks Online?

Objective:

  • Sync multiple Trust Accounts to QBO
  • Quickbooks Trust Sync for several Trust Accounts

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No. Clio's Quickbooks Online Trust Sync can only support syncing one Trust Account.

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