Objective:

• How do I use Clio's Quickbooks Desktop export/import? 
• Get my transactions from Clio to QBD

Environment:

• Quickbooks Desktop

Additional Information:

n/a

Procedure:

1. In Quickbooks Desktop click File
2. Click Utilities
3. Click Import
4. Click IIF Files...
5. Complete any prompts in Quickbooks Desktop
6. Verify that Transactions have been successfully imported:
   1. Go to the Customer Center
   2. Choose the Transactions tab
   3. Select either Invoices or Received Payments