KCS - How Do I Import My Bank Accounts Into Quickbooks Desktop?

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
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