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Fix Clio → QuickBooks Sync Issues (Not Working, Errors, Duplicates)

🔧 1 Common Issues

Diagnose and resolve common sync problems. We've documented the 1 most common issues, their root causes, and exactly how to fix them. See step-by-step fixes for duplicates, missing fields, rate limit errors, and connection issues.

critical Moderate Frequency

Clio Trust Ledger does not match QuickBooks Trust Bank Account Balance

Also searched as: "Clio QuickBooks clio trust ledger does not match quickbooks trust bank account balance"

#1 Manual Journal Entries 80% likely

📋 How to Diagnose

  1. 1. Did an accountant make a manual adjustment in QuickBooks?
  2. 2. Clio sync is one-way for Trust transactions. Manual QB edits do not flow back.

✓ Solution

Undo manual QB entries. All Trust transactions must originate in Clio to maintain the sync link.

⏱️ Est. time: 45 min

View Setup Guide

Step 1: Try the Official Integration

Direct connection

Start with the native integration if available. It's usually the most reliable, but may have limitations.

View Setup Guide

Free with your subscription

Step 2: Use Make for Custom Flows

No code automation

Create custom integration workflows with Make's visual designer. It works with almost any API.

Try Make Free →

1000 ops/mo free. No credit card.

Step 3: Self-Hosted with n8n

Full data control

Need complete data privacy? n8n is open-source and self-hostable. Build custom integrations with full control over your data.

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Open source. Self-host or cloud. Unlimited ops.

Step 4: Add Human Review

Approval automation

Relay adds human-in-the-loop approvals, Slack/Teams alerts, and conditional logic to your automation.

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1000 actions/mo free. No credit card.