KCS - How Does Clio's Quickbooks Desktop Export/Import Work?

Objective:

  • Export Data from Clio into Quickbooks Desktop
  • How Do I reconcile my accounting with QBD?

Environment:

  • Clio Web App
  • Quickbooks Desktop

Additional Information:

This export process uses the default accounts created in QuickBooks Desktop under the Legal Service set up. If you have re-named those accounts or modified their status you will need to re-map the exports in order for QuickBooks to know where the data is supposed to be going. The re-mapping instructions can be found here, under Advanced Settings.  

Backup your QuickBooks files before starting this process. If you do not perform the backup you will NOT be able to undo this action if you discover that you missed an item in the date range or included an incorrect transaction in your data. You will be stuck with it.

You can export your information from Clio on any subscription: Starter, Boutique, Loyalty, or Elite.

Procedure:

  1. Export your Invoices from Clio (see here)
  2. Import your Invoices into QuickBooks (see here)
  3. Export your Operating Account Transactions from Clio (see here)
  4. Import your Operating Account Transactions into QuickBooks (see here)
  5. Link the Payments to the Invoices (see here)
  6. Export your Trust Account Transactions from Clio (see here)
  7. Import your Trust Account into QuickBooks (see here)

 

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