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Will a Contact Sync to QuickBooks Online If There Are No Bills but There Is a Trust Transaction?

Objective:

  • When will a Contact sync to QuickBooks online?

Environment:

  • Clio Manage
  • QuickBooks Online 

Additional Information:

  • n/a

Answer:

Yes, a Contact will sync to Quickbooks Online provided there is either:

  • An approved Bill 
  • A trust transaction
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