- To determine if Trust Requests transfer over to QuickBooks Online.
- To determine if Trust Request Bills sync to QuickBooks Online.
- Clio Manage
- QuickBooks Online
- Clio has two types of Invoices: Revenue bills and Trust Request bills
- How Can I Sync Trust Accounting with QuickBooks Online?
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.