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How Can I Stop Trust Transactions from Syncing with Quickbooks Online?
- Disconnect trust transaction syncing with Quickbooks Online
- Clio Manage
- Quickbooks Online
- For information about how to sync Clio Manage with Quickbooks Online, please click here.
- Click Settings
- Select Bill Syncing
- Click on Configure Sync Settings
- Scroll down the page to Export trust transactions
- Uncheck the checkbox beside Export trust transactions
- Click Save sync settings