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