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

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