How Can I Stop Trust Transactions from Syncing with Quickbooks Online?
Objective:
- Disconnect trust transaction syncing with Quickbooks Online
Environment:
- Clio Manage
- Quickbooks Online
Additional Information:
- For information about how to sync Clio Manage with Quickbooks Online, please click here.
Answer:
- 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
