The 2020 Legal Trends Report is now available. Get the latest insights here.

How to Map Clio to QuickBooks Desktop Accounts

Objective:

  • Mapping between Clio Manage Accounts and Quickbooks Desktop Accounts

Environment:

  • Clio Manage

Additional Information:

  • n/a

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'
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality