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KCS - How to Merge Contacts within Quickbooks Online

Objective:

  • Combining duplicate Contacts in Quickbooks Online
  • Merging an original Quickbooks Contact with a Contact in Quickbooks created by the Clio sync

Environment:

  • Clio Web App
  • Quickbooks Online

Additional Information:

Please note that when merging the Contacts you must ensure that the Contact with the Clio ID(ex. Clio 1234567) is the one that remains active. The original Contact in Quickbooks is the one that will need to be merged into the one with the Clio ID.

Procedure:

  1. Within Quickbooks navigate to John Doe (Clio 1234567)
  2. Select Edit
  3. Copy John Doe (Clio 1234567) within the Display name as field
  4. Navigate to the original John Doe in Quickbooks Online
  5. Select the Edit button
  6. Paste John Doe (Clio 1234567) into the Display name as field
  7. Select to save the Contact
  8. Select Yes within the prompt that asks if you would like to merge Contacts

 

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