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How Do I Export My Bank Account Information for QuickBooks?

Objective:

  • Download Operating and Trust transactions from Clio
  • How do I use Clio's Quickbooks Desktop export/import? 

Environment:

  • Clio Manage

Additional Information:

  • 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. 

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Procedure:

  1. Click the Accounts tab
  2. Click Export transactions

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  1. Select the Bank Account you wish to export
  2. Optionally select a date range for the export
  3. Under Export Format ensure Quickbooks IIF is selected
  4. Click Export Transactions

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