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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

 

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