This article may be out of date!
Visit the New Knowledge Center

Why Are My Trust Account And/Or Trust Liability Account Not Appearing in the List of Mapping Options in QuickBooks Online?


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


  • Clio Manage
  • QuickBooks Online

Additional Information:

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


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


  • 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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality