Objective:
- Export IIF file from Clio for QuickBooks Desktop, then read in a spreadsheet program
Environment:
- Clio Manage
- Excel
Additional Information:
n/a
Procedure:
- Download the IIF File from Clio
- In Excel, under File select Open
- Under File Name ensure All Files is selected
- Select the IIF File
- Click Open
- Click the My data has headers checkbox
- Click Next
- Under Delimiters select Tab
- Click Finish