KCS - How to Export from Quickbooks Online

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Objective:

  • Get my data out of Quickbooks Online
  • Migrate from Quickbooks Online
  • Export from Quickbooks Online
  • Quickbooks Online migration
  • Get data from Quickbooks Onlineto Clio 

Environment:

  • Quickbooks Online

Additional Information:

Please note that the 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.

Procedure:

Contacts

  1. Select Reports
  2. Scroll down the page to find the Client Contact List report
  3. Click Customize and ensure the Deleted state is set to All, in order to capture all contacts
  4. Click the gear icon to customize the columns included in the report.
  5. Ensure Client, First Name, Last Name is all checked, in addition to Billing and/or Shipping Street, City, State, ZIP, and Country.
  6. Select additional columns as needed.
  7. Deselect the columns you don't need (e.g. Full 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

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

What data can I migrate from Quickbooks Online to Clio

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