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How Would Client and Matter Level Trust Transactions Sync to Quickbooks Online?


  • How do my Trust Transactions Sync via Quickbooks Online?


  • Clio Manage
  • Quickbooks Online

Additional Information:

  • For more detail on how Trust Transactions are displayed in Quickbooks Online click here.


Client and Matter Level Trust Transactions will Sync as Journal entries into Quickbooks Online Trust account without any duplicates


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