Thinking about trying Clio? Contact us by email here, or by phone at 1-888-858-2546.
- Get my data out of Quicken
- Migrate my data from Quicken
- Data Migration
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
At this time, we have not migrated data from Quicken to Clio, so the answer is currently unknown. It's speculated Quicken can offer a contact listing to Excel, in which Clio may be able to assist with migrating it.
It may be similar to a Quickbooks export.