- Get my data out of Quickbooks Desktop
- Quickbooks Desktop
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.
- Under Customer, select Customer Center
- Select All from drop down
- Click Show Full List Only
- Under Excel select Export Vendor List
- Choose Create CSV