2017

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KCS - Why Did Clio Create a Duplicate Contact in Quickbooks Online?

Objective:

  • How are Contacts Synced between Clio and Quickbooks Online?
  • Initial Sync of Clients to QBO
  • When a Client From Clio is Synced to Quickbooks Online When Will Clio Merge That Client With a Customer In Quickbooks Online?

Environment:

  • Clio Web App
  • QuickbooksOnline

Additional Information:

For instructions on merging duplicate Contacts in Clio click here.

Answer:

If the Client is a Company in Clio, Clio will create a duplicate if the Company's Name and Primary email address are not identical to the Quickbooks Online Customer

If the Client is a Person in Clio, Clio will create a duplicate if the Person's First Name, Last Name, and Primary email address are not identical to the Quickbooks Online Customer

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