Objective:
- Is it possible to remove the Client Number in Quickbooks?
- What will happen if I remove the Clio ID from the Client name in Quickbooks?
Environment:
- Quickbooks Online
- Clio Manage
Additional Information:
Removing any of the following from a Quickbooks client can result in Clio creating duplicate Clients in Quickbooks Online, and may result in Bills being associated to the incorrect Client in QBO:
- First and Last Name
- Email Address
- Clio ID
Answer:
No, the Clio ID in the Quickbooks display name should not be removed.