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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:

  1. Click Settings
  2. Select Bill Syncing
  3. Click on Configure Sync Settings
  4. Scroll down the page to Export trust transactions
  5. Uncheck the checkbox beside Export trust transactions
  6. Click Save sync settings
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