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Are Credit Notes Included in the QuickBooks Desktop Export

Objective:

  • How are credit notes exported from Clio / imported to QBD?

Environment:

  • Clio Web App
  • QuickBooks Desktop

Additional Information:

Credit Notes are included in the QuickBooks Online sync. For more information, please take a look at QuickBooks Online: Using the QuickBooks Online Integration.

Answer:

No, they are not included.

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