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How to Map Clio to QuickBooks Desktop Accounts

Objective:

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Environment:

  • Clio Web App

Additional Information:

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Procedure:

  1. In Clio, go to Accounts
  2. Click Export Transactions
  3. Click 'Quickbooks Export Options'
  4. Enter the exact names of the accounts in Quickbooks Desktop you want each type of Clio transaction to show up in
  5. Scroll to the bottom
  6. Click 'Update Quickbooks Export Options'
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