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