This article may be out of date!
Visit the New Knowledge Center

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


  • When will a Contact sync to QuickBooks online?


  • Clio Manage
  • QuickBooks Online 

Additional Information:

  • n/a


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

  • An approved Bill 
  • A trust transaction
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality