![]() By using the Clio trust sync, payments for recoverable client expenses coming from a trust account will automatically be added to QuickBooks Online.įor details, see the " Using the QuickBooks Online Integration" article. Payments received and recorded in Clio will sync to QuickBooks Online and update the associated invoice. Receiving Payment for Recoverable Client Expenses Consider using a Task List Template to help you with these reminders. ![]() Just remember, it will need to be paid in QuickBooks at some point afterwards. This workflow might make more sense if you’re on the go - using the Clio iPhone or Android Apps. You also have the option to record the expense on the Bill or Matter prior to actually paying the expense.
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