Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

Can I Leave Certain Accounts Blank in the QuickBooks Desktop Export Settings?

Objective:

  • Can I remove certain accounts from the "QuickBooks Export Options" page?

Environment:

  • Clio Manage
  • Quickbooks Desktop

Additional Information:

Answer:

No. In order to Export information from Clio and Import it into QuickBooks, all the accounts will need to be indicated on the "QuickBooks Export Options" page. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality