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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 Web App

Additional Information:

n/a

Answer:

No, the Clio ID in the Quickbooks display name can't be removed. When Clio syncs with Quickbooks online it looks for three specific pieces of information. If this information doesn't match then Clio will re-sync the Client creating duplicate Clients in Quickbooks online. This will then lead to Bills and Payments for a specific Client being separated as Clio no longer recognizes the Client in Quickbooks as the one originally synced from Clio. 

The three fields Clio looks for are:

  • First and Last Name
  • Email Address
  • Clio ID
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