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"