- Will Clio create a duplicate entry in QuickBooks Online for a Customer that already exists in QuickBooks Online?
- Clio Web App
- QuickBooks Online
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