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How Does Clio's Quickbooks Online Integration Handle Sub-Customers?

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.

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