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Are Payments Made to a Bill Using Trust Funds Added to Undeposited Funds in QuickBooks Online?

Objective:

  • Do bill payments using trust funds get added to Undeposited Funds in Quickbooks Online?
  • Where do payments using trust appear in Quickbooks Online?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes. A payment using Trust Funds is treated in the same manner as a Direct Payment by Quickbooks Online and will appear in the Undeposited Funds account. This payment can then be deposited into a bank account in quickbooks. The settings for your Trust Sync will not affect this.

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