Any directions or tips on integrating QB with Clio? I am using 2 accounts. One is a Trust and the other is my operating account. My operating account is set up to cover credit card charges through Law Pay. The setup requires a Trust Liabilities account and I am not sure why the setup/integration isn't using my operating account for the trust liabilities.
Personally, my favorite app for law firms is LeanLaw. It is much easier to work with and manage/connect. Additionally, they have the best support. If you are not in love with Clio, check out LeanLaw. I think you will find it less expensive too. All of my law firm clients are using LeanLaw and are very happy with it.