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

Question:

  • How do my Trust Transactions Sync via Quickbooks Online?

Environment:

  • Clio Manage
  • Quickbooks Online

Additional Information:

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

Answer:

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

 

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