The Clio Cloud Conference is happening October 26-29. Save your spot.

Can Trust Transactions in Quickbooks Be Imported into Clio?

Objective:

  • Import trust transactions stored in Quickbooks Online into Clio Manage 
  • Import trust transactions stored in Quickbooks Desktop into Clio Manage 
  • Export trust transactions into Clio 

Environment:

  • Clio Manage
  • Quickbooks Online
  • Quickbooks Desktop 

Additional Information:

  • n/a

Answer:

Not at this time. If you would like to vote for this capability as a feature request, please give our Customer Support team a call at 1-888-858-2546 x2. 

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