![]() Wait for export, it will export to a zip file. It may also automatically save your zip file in your Downloads. Then depending on your browser you may be asked to either Open or Save to your computer. In addition, we cannot bring in outstanding balances when multiple matters are being invoiced on one bill, these need to be entered into Clio manually to each matter by following these instructions here. How do I migrate data from Tabs3 How do I migrate data from QuickBooks Blog Company Support Sign-up Home. Click Export Data button on the top right. *Accounts Receivables are derived from the Invoice.csv file with 'Unpaid' status and may not accurately provide a true outstanding balance as payments aren't being applied to these amounts. Typically, the following data can be exported from Bill4Time and imported into Clio: Most of these options will download directly to. ![]() ![]() On that page, you will see the following options, with corresponding links for each option: Simply click on the proper hyperlink (to the right of the data point you wish to export). If you are not certain, it is recommended that you consult with your Clio representative before proceeding. To export your account data from Clio, you will need to visit Clio's export page while signed in to your account. 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. Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Migrate from Bill For Time Migrate from Bill 4 Time Migrate from BillforTime.Have some questions? Contact us via email or phone at 1-88 ext 1. Thinking about trying Clio? Try it for free!
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