KCS - 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 Web App
  • QuickBooks Online

Additional Information:

Clio has two types of Invoices: Revenue bills and Trust Request bills.

Answer:

No, only Revenue bills will sync as invoices to QuickBooks Online.

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