![]() ![]() What data can I migrate from My Invoice Estimates Deluxe 10. Whats this for This tutorial will help you identify why customers are not receiving automated invoice or estimate sends. How can we help you today Enter your search term here. All your data is securely saved and synchronized across all your devices. Save, print, or send an invoice by email. Add your logo and signature, save unlimited items and customers, use premade templates, track invoice statuses, get business reports. ![]() What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account! Create invoices, estimates, quotes, or receipts. Repeat steps 3 & 4 to generate the Customer List report.Click Save and then choose to save as CSV.Generate the Accounts Receivable report.We need to export the Accounts Receivable report and the Customer List report. If you are not certain, it is recommended that you consult with your Clio representative before proceeding. 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. Get data from My Invoice Estimates Deluxe 10.0 to Clio.Export from My Invoice Estimates Deluxe 10.0.Migrate from My Invoice Estimates Deluxe 10.0.Get my data out of My Invoice Estimates Deluxe 10.0.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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