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- Migrate from Quickbooks Online
- Export data from Quickbooks Online
- Quickbooks Online migration
- Import data from Quickbooks Online
- Get data from Quickbooks Online to Clio
- Clio Manage
- Quickbooks Online
Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.
Typically, the following data can be exported from Quickbooks Online and imported into Clio:
- Matters (derived from Contacts or Projects)
- Outstanding Balances
What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!