2017

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KCS - How To Identify Clio Contacts in Quickbooks

Objective:

  • Identifying Clio Contacts in Quickbooks 

Environment:

  • Clio Web App
  • Quickbooks Online

Additional Information:

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

Procedure:

  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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