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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 (Account Number not required)
  5. Scroll to the bottom
  6. Click 'Update Quickbooks Export Options'
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