How to Sync with Clio

Overview: This will walk you through the steps to link your account in CLIO with TrustBooks. 

Step 1. Start on the Dashboard Page and Select MISCELLANEOUS

Step 2. Select Manage Integrations. Select Sync Practice Management Software

Step 3. This will open the Link Services page. Select SYNC

Step 4. This will open up the CLIO Manage Portal. Enter your CLIO Username and Password and 

Step 5. Select Allow Access

Step 6. Select the Clio Bank Account from the drop down that you wish to link to your TrustBooks Banks Account. Then select the date you want to Import from. 

Step 7. Select Link Accounts