- Download Bills and Transactions in a format that can then be imported into QuickBooks Desktop
- How do I use Clio's Quickbooks Desktop export/import?
- Clio Manage
To view your QuickBooks Export Options, click here. You can also view this page by going to Bills, selecting Export Transactions, and clicking Quickbooks Export Options.
- Go to the Bills tab
- Click the Export Transactions sub-tab
- Select a date range
- Ensure QuickBooks IIF is selected
- Click Export Bills