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