KCS - How Can I Use Quickbooks Online without the Integration?

Objective:

  • How to import Transactions from Clio into Quickbooks Online without using the sync integration

Environment:

  • Clio Web App

Additional Information:

You'll need to export as Quickbooks CSV as QBO does not accept IIF files.

Answer:

  1. Go to Bills
  2. Export Transactions
  3. Select Quickbooks CSV from the Export Format Field
  4. Click Export Bills
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