Connect Clio to Quickbooks like Magic
How to Use Magical to Transfer Data from Clio to Quickbooks
Connect your apps with ease
Transfer Data from Clio to Quickbooks: A Step-by-Step Guide
With Magical, you can transfer data from Clio to Quickbooks in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Clio to Quickbooks, helping you streamline your financial management and legal practice processes.
More Clio integrations with Magical
What Clio data can you transfer
Magical enables you to transfer a wide array of data from Clio to Quickbooks. Here are some examples of the information you can extract:
Client Name
Case Number
Case Details
And move more types of information by creating your own custom labels.
How to Transfer data from Clio to Quickbooks using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Clio to Quickbooks for more efficient financial management. Follow these steps:
Sign in to your Clio account and open the case containing the data you want to transfer, such as client information and case details.
In Clio, label the information you want to transfer with Magical, like Client Name, Case Number, or Billing Information.
Sign in to your Quickbooks account and open the record where you want to add the Clio data.
Type "//" in an empty field and select the information you want to transfer from Clio such as Client Name, Case Details, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Clio and Quickbooks
Efficient financial management and legal practice are crucial to maintaining client satisfaction. Clio is a powerful legal practice management platform and Quickbooks is a robust financial management solution. Combining the capabilities of these two platforms can significantly enhance your practice management efforts. By leveraging Magical, you can easily move information from Clio to Quickbooks, allowing you to focus on managing your practice and improving client satisfaction.
Other ways to connect Clio and Quickbooks
Using Zapier
Zapier provides a seamless connection between Clio and Quickbooks, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time
Using an API
An additional approach to integrate Clio and Quickbooks is by directly utilizing their APIs. By integrating both APIs, you empower legal and financial teams with real-time client insights, fostering improved communication and a superior client experience. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
