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How to Export Data from QuickBooks Professional Services

 

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Objective:

  • Get my data out of QuickBooks Professional Services
  • Migrate from QuickBooks Professional Services
  • Export from QuickBooks Professional Services
  • QuickBooks Professional Services migration 
  • Get data from QuickBooks Professional Services to Clio 

Environment:

  • QuickBooks Professional Services
  • Clio Manage

Additional Information:

Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

Procedure:

  • Navigate to the Reports tab on top of the screen
  • Click on Customers and Receivables
  • Click on Customer Contacts List
  • The contacts list and receivables gets displayed
  • On top left we can customize the report by adding other columns.
  • Click on Export.
  • Select CSV file for output file format.

 

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

What data can I migrate from QuickBooks Professional Services to Clio?

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