- 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?
- Quickbooks Online
- Clio Web App
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