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KCS - How to Export from Quickbooks Online

Thinking about trying Clio? Contact us by email here, or by phone at 1-888-858-2546.


  • Get my data out of Quickbooks Online


  • Quickbooks Online

Additional Information:

Please note that success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding



  1. Select Reports
  2. In the Report search bar, find the Customer Contact List report
  3. Click Customize
  4. Click Rows/Columns 
  5. Click Change Columns
  6. Deselect the columns you don't need (eg. Customer)
  7. Select the columns you do need (eg. First Name and Last Name)
  8. Expand the Header/Footer section 
  9. Uncheck Company Name and Report Title
  10. Click Run Report
  11. Select the icon that looks like a sheet of paper with an arrow
  12. Select Export to Excel


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