KCS - When Exporting Transactions for QuickBooks Desktop, Is There a Way to Prevent Duplicate Entries?

Objective:

  • Is there some way to know which transactions have already been exported from Clio?
  • QuickBooks IIF export date range

Environment:

  • Clio Web App
  • QuickBooks Desktop

Additional Information:

If you are using QuickBooks Desktop, we recommend working on a monthly cycle to make sure you are exporting strict date ranges. 

Answer:

No, there is no way of indicating what has been previously exported.

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