- Download Operating and Trust transactions from Clio
- How do I use Clio's Quickbooks Desktop export/import?
- Clio Manage
- To view your QuickBooks Export Options, click here. You can also view this page by going to Bills, selecting Export Transactions, and clicking Quickbooks Export Options.
- Click the Accounts tab
- Click Export transactions
- Select the Bank Account you wish to export
- Optionally select a date range for the export
- Under Export Format ensure Quickbooks IIF is selected
- Click Export Transactions