How to Integrate Clio Manage with QuickBooks?
For businesses operating in the legal industry, managing various administrative tasks and processes can be a daunting challenge. From client communication to time tracking, document management, and billing, legal professionals must juggle multiple responsibilities while delivering high-quality legal services. Traditional methods of managing these tasks, such as manual data entry and paper-based systems may limit a business’s ability to scale. Clio Manage is a cloud-based legal practice management solution that helps businesses manage their legal tasks more efficiently and effectively by providing various features including calendaring, billing, document management, and client management. It automates day-to-day legal tasks, minimizes paperwork, eliminates redundancies, and enables businesses to work in compliance with regulatory standards using its robust financial tools. In this article, we will explain how to integrate Clio Manage with QuickBooks.
What Are the Advantages of Integrating Clio Manage with QuickBooks?
Here are some of the benefits of integrating Clio Manage with QuickBooks:
- Allows users to keep separate ledgers for trust and operating accounts, create comprehensive reports, and auto-generate regulation-compliant invoices.
- Enables users to track the status of unpaid bills, apply discounts to early payments, or add automated interest to overdue payments.
- Allows users to create custom data fields specific to their business processes or legal practice areas to collect, store, and search for case details effectively.
- Users can evaluate, prepare, and send documents to their clients for signature by email with e-signature capability.
How to Integrate Clio Manage with QuickBooks?
Clio Manage can be integrated with QuickBooks Online and Desktop. Following are the steps for integrating Clio Manage with QuickBooks Desktop.
- Log into your Clio Manage account.
- Navigate to Accounts > Export transactions.
- Under “Export Format,” click “QuickBooks Export Options.”
- Click “Update QuickBooks Export Options.”
- Select the bank account you want to export transactions for.
- Select the date range for transactions and the QuickBooks export format as “QuickBooks IIF.”
- Click “Export Transactions.”
- A QuickBooks IIF file will be downloaded to your computer.
- Next, start QuickBooks Desktop.
- Navigate to File > Utilities > Import > IIF Files.
- Select the downloaded file and open it.
- A “QuickBooks Information” window will pop up, click “OK.”
- Repeat this process for importing other Clio Manage files.
Apps4Rent Can Help with Clio Manage and QuickBooks Integration
With Clio Manage and QuickBooks integration, businesses can save significant time by eliminating the need for manual data entry and duplicate data entry across different systems. However, there are certain customizations needed in QuickBooks Desktop to map Clio IIF exports to QuickBooks ledger accounts.
As an Intuit Authorized Hosting Provider, Apps4Rent provides QuickBooks cloud hosting, which is powered by top-tier SSAE 16 data centers in New York and New Jersey and can help in customizing QuickBooks for seamless Clio Manage and QuickBooks integration. Contact our cloud experts available 24/7 via phone, chat, and email for any assistance.
