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How to Identify Clio Contacts in Quickbooks


  • Identifying Clio Contacts in Quickbooks 


  • Clio Manage
  • Quickbooks Online

Additional Information:

  • This is a way to reconcile Contacts in Clio and Quickbooks


  1. View the Contact in Quickbooks 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 for the Contact


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