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How to Export Data from My Invoice Estimates Deluxe 10.0?

 

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Objective:

  • Get my data out of My Invoice Estimates Deluxe 10.0
  • Migrate from My Invoice Estimates Deluxe 10.0
  • Export from My Invoice Estimates Deluxe 10.0
  • Get data from My Invoice Estimates Deluxe 10.0 to Clio 

Environment:

  • My Invoice Estimates Deluxe 10.0

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:

We need to export the Accounts Receivable report and the Customer List report. Steps:

  1. Click on Run Reports
  2. Screen_Shot_2020-09-23_at_7.50.31_AM.png
  3. Generate the Accounts Receivable report.
  4. Click Save and then choose to save as CSV.
  5. Repeat steps 3 & 4 to generate the Customer List report

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 My Invoice Estimates Deluxe 10.0 to Clio?

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