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