How do I map Clio with QB when syncing? I have synced Clio with QB. How do you map the Clio accounts with the QB accounts?

Hello there, kori2.

Let's ensure that you have the correct trust accounts prior to setting up the QuickBooks Online Trust sync in Clios. We need to have two bank accounts. The first one is categorized as bank with the detailed type Trust Account. To the other one, we use the liability account and categorized it as other current liabilities with detail type: Trust Accounts - Liabilities

For more information on setting up accounts with different detail types in QuickBooks Online, click here.

Please know that you can tap me on my shoulder anytime you need help. Stay safe and healthy!