Objective:
- Using sub-customers with the QBO Sync
Environment:
- Clio Web App
- QuickBooks Online
Additional Information:
More information on sub-customers can be found on QuickBooks' support page here.
Answer:
When Clio syncs a Client to Quickbooks Online for the first time, Clio will always create a new Contact if there is a sub-customer, even if the sub-customer has the same Name (Company name or First and Last name) and email address as the Client record from Clio.
A customer record that is synced to Clio can be converted to a sub-customer. This will not disrupt the sync.