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How Do I Export My Bills From Clio To Be Used In Quickbooks Desktop?

Objective:

  • Download Bills and Transactions in a format that can then be imported into QuickBooks Desktop
  • How do I use Clio's Quickbooks Desktop to Export and Import?
  • How do I download bills and transfer them to Quickbooks Desktop?

Environment:

  • Clio Manage

Additional Information:

  • To view your QuickBooks Export Options, click here
  • For More information about QuickBooks Desktop: Instructions on Exporting Invoices and Transactions from Clio to QuickBooks, click here
  • To Learn How Clio's Quickbooks Desktop Export/Import Work, click here
  • The Date Range Setting uses the bill's Issue Date.

Procedure:

  1. Go to the Billing tab on the sidebar
  2. Click the drop-down arrow beside Export at the bottom of the page
  3. Click Export for Quickbooks Desktop
  4. Select a date range
  5. Ensure QuickBooks IIF is selected
  6. Click Export Bills
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