Objective:

• Download Bank Account information in CSV or IIF Format 

Environment:

• Clio Manage

Additional Information:

A CSV file can be easily opened in Excel.

Procedure:

1. Click on the Accounts tab
2. Click Export Transactions
3. Select a bank account 
4. Optionally restrict the date range
5. Under Export Format select either Quickbooks IIF or Quickbooks CSV
6. Click Export Transactions