KCS - How Do I Change My Bank Account Settings in Quickbooks Online So That They Will Be Available for Mapping?

Objective:

  • Set Up Trust and Trust Liability Accounts in QBO 

Environment:

  • Quickbooks Online

Additional Information:

For setting up Trust and Trust Liability accounts see here.

Clio will disregard bank accounts with an Account Type that is NOT one of the following:

-Revenue Accounts
-Asset Accounts
-Liability Accounts
-Other Current Liability Accounts
-Expense Accounts

Procedure:

  1. In Quickbooks Online click on the Settings gear on the top-right
  2. Click Chart of Accounts
  3. Find the Bank Account you wish to configure
  4. Click the down arrow to the right of it
  5. Select Edit
  6. Under Account Type, set the correct Account Type
  7. Under Detail Type, set the correct Detail Type

 

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