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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:

Yes, you can sync up to 15 (inclusive) trust accounts from Clio with QuickBooks Online. To learn more - visit the Multi-Trust Sync - QuickBooks Online Enhancement article. 

You will need at minimum the QuickBooks Online 'Essentials' plan to integrate with Clio Manage.

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