Can I Remove The Clio ID in the Quickbooks Display Name?

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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality