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