KCS - How Do I Export My Bank Account Information?

Objective:

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

Environment:

  • Clio Web App

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

 

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