How to Identify Clio Contacts in QuickBooks Online

Objective:

• Identifying Clio Contacts in QuickBooks Online

Environment:

• Clio Manage
• QuickBooks Online

Additional Information:

• This is a way to reconcile Contacts in Clio and QuickBooks Online

Procedure:

1. View the Contact in QuickBooks Online and ensure it says "Clio" followed by 9 digits
2. View the Contact in Clio
3. Look for the 9 digit identifier at the end of the URL in the browser bar
4. Make sure the digits in the URL match the digits in QuickBooks Online for the Contact