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Can Attorney Initials be Exported to Quickbooks Desktop?

Question:

  • Attorney initials won't export to Quickbooks Desktop
  • Attorney initials not exporting to QBD
  • Import attorney initials to Quickbooks Desktop
  • Import Timekeeper initials into QBD

Environment:

  • Clio Manage
  • Quickbooks Desktop

Additional Information:

  • n/a

Answer:

Not at this time.

By downloading the Quickbooks export CSV file, you will be able to see all of the fields that can be exported into Quickbooks Desktop.

  1. Navigate to Billing
  2. Click on the down arrow next to the Export button
  3. Click Export for Quickbooks Desktop
  4. Select Quickbooks CSV for the Format
  5. Click on Export Bills
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