KCS - How Do I Export My Bills From Clio?

Objective:

  • 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? 

Environment:

  • Clio Web App

Additional Information:

To view your QuickBooks Export Options, click hereYou can also view this page by going to Bills, selecting Export Transactions, and clicking Quickbooks Export Options.

Procedure:

  1. Go to the Bills tab
  2. Click the Export Transactions sub-tab
  3. Select a date range
  4. Ensure QuickBooks IIF is selected
  5. Click Export Bills
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality