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.

Procedure:

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