Objective:

• Can't find certain Bank Accounts when setting up QBO
• Unable to pick the accounts I need during Quickbooks Online setup

Environment:

• Clio Manage
• QuickBooks Online

Additional Information:

• For information on how to configure Account Types and Detail Types in Quickbooks Online see here.

Answer:

When setting up QuickBooks Online, Clio expects the Trust Account and Trust Liability Accounts to be set up in a certain way in QuickBooks.

Specifically:

• The Trust Account must have a Account Type of "Bank" and Detail Type of "Trust Account"
• The Trust Liability Account must have an Account Type of "Other Current Liabilities" and a Detail Type of "Trust Accounts - Liabilities"