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March 27, 2025
Question

Can QB check printing be used with Clio without the GL accounting link?

  • March 27, 2025
  • 1 reply
  • 0 views

Hi there,


Our new QB Online is set up to sync with Clio for our client trust and operating bank account(s).  This causes the Client Funds bank account to appear in the QB General Ledger and on reports.  And, to also requires balancing separately from the balancing in Clio where the 3-way reconciliation feature works (and is required for our industry).  It would be great if we did not have the General Ledger involved with these client trust accounts since they are neither our funds, nor affect our financial picture.  I would like to be able to set up checks in Clio, the way it currently works, and have them printable through QBs without having to link the Client trust bank account to our business general ledger.  We do clearly need the sync between the two for client payments to the Operating bank account, so we can't just shut down the sync entirely.

Does anyone know of a way this can be done?  Thanks so much for your time in checking this post out!

1 reply

March 27, 2025

Thanks for becoming a part of the Community, Dionnell. I appreciate your detailed information.

 

Since the account is synced to QuickBooks through Clio's third-party app, I'd recommend getting in touch with their support team to confirm the answers to your questions.

 

You can find a direct link to their website, and contact details, on their application's page in our app store.

 

If there's any additional questions, I'm just a post away. Have a great Thursday!