- How does Clio know not to create duplicate contacts in QBO?
- What does Clio look for when creating Contacts in QuickBooks?
- Clio Web App
- QuickBooks Online
If the Contact in question is a business, the sync looks for Company Name matches instead of First/Last Name.
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