San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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 hereYou 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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality