Enter your Master Password. Ask your team administrator. If you belong to a team account, there may be some vaults where you don’t have the Export items permission. Choose File > Export > All Items.
![]() US Customers: We DO NOTsync Tax to the Sales Tax Center. Sync trust transactions from Clio to QuickBooks Online (one-way from Clio to QuickBooks Online). Payments and credit notes applied to Bills in Clio will also be synced to QuickBooks Online. Sync invoices from Clio to QuickBooks Online (one-way from Clio to QuickBooks Online). Click on the "Sales" tab then click on the pencil icon to edit the "Sales Form Content" settings. Click the gear icon to open your Settings Menu, and select " Account and Settings" Please click on the image to expand it to full screen.To ensure that invoices sync properly between your Clio and QuickBooks Online accounts and to prevent the duplication of invoice numbers, there are two settings that should be enabled in your QuickBooks Online account before linking to Clio.Please follow these steps to enable "Custom Transaction Numbers" in your QuickBooks Online account: Please see the Mapping Tax Rates (Non-US) section.Below is a high-level diagram showing you the key data flows between Clio Manage & QuickBooks Online. Canada & EMEA Customers: Clio Manage can import sales tax rate(s) from non-US versions of QuickBooks Online to perform sales tax calculations. Any edits or deletions made in Quickbooks Online will not sync to Clio.Note: If you have a bank feed set up in QuickBooks Online, you may want to exclude Disbursements and Bill payments from Trust when setting up your Trust Sync. More on editing invoices can be seen here.Note: It is recommended to make any payment edits or deletions in Clio as this will sync to Quickbooks Online. This is because both systems will automatically number your first invoice as number 1, and to avoid duplication errors this should be adjusted. Check the box beside " Warn me when I enter a bill number that’s already been used for that supplier", then click the "Save" button.If starting in QuickBooks Online before Clio, you should adjust your first invoice number in Clio to be higher than the last invoice in QuickBooks Online. Click on the "Advanced" tab then click on the pencil icon to edit the "Other preferences" settings. You need to have two accounts, specifically: Payments on Revenue Bills from a trust accountPrior to setting up the QuickBooks Online Trust sync in Clio, ensure that you have the correct trust accounts set up in QuickBooks Online. Matter to Matter transfers of trust funds Manual additions or subtractions of trust funds Keep "Aggregate line item taxes on QuickBooks Online invoices" checked to have the sum of each line item tax combined on the QuickBooks invoice.Once you have matched all item types, click "Save Sync Settings".You will now start to see your Clio Contacts and Bills synced to QuickBooks Online about every 30 - 60 minutes.For tips on using the QuickBooks Online integration, click here.The Clio Trust sync is a one-way, automatic export of trust transactions from Clio to QuickBooks Online. Clio recommends that you consult with an accountant when setting up your Products and Services in QuickBooks.)Note: To ensure the bank accounts are made available for mapping in Clio please refer HEREProducts and Services created in QuickBooks Online like you see here in QuickBooks Online.Can be matched to items in Clio using the dropdown menus in the "Map Clio data to QuickBooks Online products and services" section, as displayed below:By default, QuickBooks Online will separate each tax charge on a bill as its own line item. Get spotify for macSelect the Clio trust account you want to sync with QuickBooks Online Select the date that you would like to start syncing your trust from (defaults to the current date) Scroll down and check the "Export trust transactions" box Beside the QuickBooks Online integration, Click "Configure Settings" A liability account (category: "other current liabilities") with detail type: Trust Accounts - LiabilitiesFor more information on setting up accounts with different detail types in QuickBooks Online, click here.To set up the QuickBooks Online Trust sync: This is why we’ve made it easy for you to enter trust records once in Clio Manage and automatically sync these over to Quickbooks online and now print trust check disbursements quickly.For a more in-depth look at Trust Check Printing, see here. For information, see the " Account Detail Types" article on the QuickBooks Online support site.For information on using the QuickBooks Online Trust Sync, see the " Using the QuickBooks Online Integration" article.We know your firm may rely heavily on checks as the primary method to transfer funds out of trust accounts. To learn more - visit the Multi-Trust Sync - QuickBooks Online Enhancement article.*Please note: By enabling the option"Payments made to Trust Requests and to Bills from a client account", will cause each transaction record from Clio to be synced into Quickbooks and will go as far back depending on the date entered below in the Export settings section "Trust Transactions dated on or after".If you don't see a QuickBooks trust liability account in the dropdown, ensure that you have a trust liability account designated in QuickBooks Online. Optionally, toggle Trust Disbursement or Trust Payment checkboxes, if neededYou can sync up to 15 (inclusive) trust accounts from Clio with QuickBooks Online. Select the QuickBooks trust liability account you want to sync with Clio (as pictured below) The list of recipients contains contacts from the customer’s Clio account (e.g. The recipient will appear as the payee on the check. Once the Print check via QuickBooks Online option is selected, you can then choose the recipient of the check. When you are ready to disburse funds from either the ‘account’ page or ‘transactions’ tab of the matters dashboard, you can disburse fund to a check, by selecting ‘Print Check via QuickBooks Online’ You can find you check by logging into your Quickbooks Online account, then click on ‘+ New’ option from the top left corner, and then select ‘Print Checks’. After saving the transaction, Clio Manage will sync this disbursement over as a check in Quickbooks Online. Writing a check to pay the court for the filing fee). You can purchase these from QuickBooks Online here.
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