KCS - Can I Import Matters in Quickbooks Desktop?

Objective:

  • Does Quickbooks list client Matters? 
  • Are you able to identify client Matters in Quickbooks? 
  • Can I list clients by Matters in Quickbooks?
  • Can I differentiate clients by Matters in Quickbooks? 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • No, Quickbooks imports Contacts and Bills not Matters. 
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