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How Do I Export Transactions In Clio?

Objective:

  • Download Bank Account information in CSV

Environment:

  • Clio Manage

Additional Information:

A CSV file can be easily opened in Excel.

Procedure:

  1. Click on the Accounts tab
  2. Select a bank account 
  3. Click Export 
  4. Under Export Format select either CSV or PDF
  5. Click Export
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