KCS - Can I Export Contacts out of Clio and Import them into QuickBooks Desktop?

Objective:

  • To determine how Contacts are brought over to QuickBooks Desktop

Environment:

  • Clio Web App
  • QuickBooks Desktop

Additional Information:

n/a

Answer:

Technically there is no way to export/import Contacts into QuickBooks Desktop. When you export transactions or bills, data about the contacts associated with those bills/transactions are included. When imported into QBD, those records are used to associate the transaction/bill with the contact in QBD. If it's the first time a record is being imported for that contact and the contact doesn't exist in QBD yet, one is created. 

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