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What is Required to Link a Contact Between Clio and Quickbooks Desktop?

Objective:

  • Match existing Contacts between Clio and Quickbooks Desktop

Environment:

  • Clio Manage
  • Quickbooks Desktop

Additional Information:

n/a

Answer:

To link a Contact between Clio and Quickbooks Desktop, the First Name, Last Name and Email Address (if applicable) must be an exact match.

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