Importing Clio Withdrawals

Overview

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

Steps

1. Start on the Dashboard Page.

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

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

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

Note: You can use the "Print Check" box to queue up checks for printing within TrustBooks. Here are the steps for printing checks.

Printing Checks