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Do Trust Requests Sync to QuickBooks Online?

Objective:

  • To determine if Trust Requests transfer over to QBO. 
  • To determine if Trust Request Bills sync to QuickBooks Online.

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

Answer:

No, only Revenue bills will sync as invoices to QuickBooks Online. Clio will only sync over the Trust Account transactions if it is set up, but not Trust Requests.


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