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 Manage
  • Quickbooks Online

Additional Information:

n/a

Answer:

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

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

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