Importing Clio Deposits

Overview

This tutorial will walk you through the steps to import Clio deposits into TrustBooks.

Steps

1. Start on the Dashboard Page.

2. Click the Import Clio Deposits link under the Deposits section.

3. Select the box next to the deposits you want to import. You can select all deposits on this page by clicking the box next to deposit. 

Note: If you you are importing a Transfer in to TrustBooks from Clio it will show the transfer to and from. Select the transaction and import it in the same way you would a normal deposit.

4. Click the green "Import Selected Transactions" button.