Objective:
- Items that get exported from the QuickBooks Desktop IIF export
- Import Clio Billing information into QuickBooks Desktop
Environment:
- Clio Manage
- 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