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KCS - What Happens When I Try to Sync a Client in Clio with a Customer in Quickbooks Online?

Objective:

  • Will Clio create a duplicate entry in QuickBooks Online for a Customer that already exists in QuickBooks Online? 

Environment:

  • Clio Web App
  • QuickBooks Online

Additional Information:

n/a

Answer:

Clio will look for a Customer in Clio with an exact match for the First Name, Last Name, and Email Address.

  • If Clio finds an exact match on all three of these fields, it will consider it the same and append the Customer's Display Name with "Clio (########)"
  • If no QuickBooks Online Customer is found with an exact match on all three of those fields, Clio will treat this as a new Customer in QuickBooks Online and create a new Customer with the Details as entered in Clio
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