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