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.