Objective:

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

Environment:

• Clio Manage
• QuickBooks Online

Additional Information:

• Clio has two types of Invoices: Revenue bills and Trust Request bills
• How Can I Sync Trust Accounting with QuickBooks Online?

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.