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Are Credit Notes Included in the QuickBooks Desktop Export or Import?

Objective:

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

Environment:

  • Clio Manage
  • 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:

Yes, credit notes are included in the Quickbooks Desktop csv and iif export from Clio Manage. Please note, any discounts applied to bills in Clio will also be included in the Quickbooks Desktop exports as credit notes. 

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