How to Map Clio to QuickBooks Desktop Accounts
- Mapping between Clio Manage Accounts and Quickbooks Desktop Accounts
- In Clio, go to Accounts
- Click Export Transactions
- Click 'Quickbooks Export Options'
- 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)
- Scroll to the bottom
- Click 'Update Quickbooks Export Options'