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Do Trust Requests Sync to QuickBooks Online?


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


  • Clio Manage
  • QuickBooks Online

Additional Information:


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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