KCS - What Accounting Software does Clio Integrate with?

Objective:

  • What accounting integrations are available for Clio?
  • Which accounting programs sync with Clio?

Environment:

  • Clio Web App

Additional Information:

  • Please note that QuickBooks Online and Xero have auto syncing functionality, while QuickBooks Desktop requires exporting Transactions from Clio and importing them into QuickBooks Desktop.
  • You can find out more about our integrations for Accounting here.

Answer:

Clio integrates with Quickbooks Online, Quickbooks Desktop, and Xero for a full accounting capabilities. Clio also has more specific accounting integrations with Trust Books, Klyant, and Digitory Legal.

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