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Is it Possible to Include data for Responsible Attorney with the file exported for Quickbooks Desktop?

Objective:

  • Is it Possible to Include data for Responsible Attorney with the file exported for Quickbooks Desktop?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

Not at this time. Currently, the responsible attorney or the user that is assigned to the activity is not included as part of the IIF file that is exported in Clio. If you would like to request for this feature to be added, please let our Support team know. The Support team can be reached by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio. 

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