Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

How to Export Data from BillQuick

 

Thinking about trying Clio? Try it for free!

Have some questions? Contact us via email or phone at 1-888-858-2546 ext 1.

Objective:

  • Get my data out of BillQuick
  • Migrate from BillQuick
  • Export from BillQuick
  • BillQuick migration 
  • Get data from BillQuick to Clio 

Environment:

  • BillQuick
  • 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:

Contacts

  • Go to Reports tab in the right side of the page
  • Under Reports Group on the left, Click on Master Information List.
  • Click on Client Address and phone details by group. (this will bring a filter window)
  • Click export on the top right.
  • Select CSV format.

Matters

  • Go to Reports tab in the right side of the page
  • Under Reports Group on the left, Click on Master Information List.
  • Click on Project Details By Client . (this will bring a filter window)
  • Click export on the top right.
  • Select CSV 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 BillQuick to Clio?

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