Objective:

• How does Clio know not to create duplicate contacts in QBO?
• What does Clio look for when creating Contacts in QuickBooks?

Environment:

• Clio Manage
• QuickBooks Online

Additional Information:

• If the Contact in question is a business, the sync looks for Company Name matches instead of First/Last Name.

Answer:

The Clio/QBO sync has the ability to Create Contacts in QuickBooks Online. When syncing, the sync will not create a new Contact if it finds a match for all of the following fields:

• First Name
• Last Name
• Email Address