2017

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KCS - What gets exported from Quickbooks Desktop?

Objective:

  • Items that get exported from the Quickbooks Desktop IIF export 

Environment:

  • Clio Web App
  • Quickbooks Desktop

Additional Information:

n/a

Answer:

Included in the Bills Export:

  • Customers that have Bills in Awaiting Payment or Paid
    • The name prefix
    • Display name in (First Name) (Last Name) format
    • The first and last names
    • The first Billing address
    • The first Home address
    • The first Work phone number
    • The first Home phone number
    • The first Fax number
    • The Company they are an employee of
  • Bills that are in Awaiting Payment or Paid states
    • They are Invoice types
    • A debit for the full amount in Accounts Receivable
    • The Bill number under DOCNUM
    • The Matter number MEMO
    • Line Items as Income Account credits
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