2017

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KCS - 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:

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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