KCS - How Do I Export Transactions In Clio?

Objective:

  • Download Bank Account information in CSV or IIF Format 

Environment:

  • Clio Web App

Additional Information:

A CSV file can be easily opened in Excel.

Procedure:

  1. In the previous version of Clio 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
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