KCS - Why Are my Trust Account and/or Trust Liability Account Not Appearing in the List of Mapping Options in Quickbooks Online?

Objective:

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

Environment:

  • Clio Web App
  • 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 Type of "Bank" and Detail Type of "Trust Account"
  • The Trust Liability Account must have a Type of "Other Current Liabilities" and a Detail Type of "Trust Accounts - Liabilities
Was this article helpful?