KCS - How does the Clio/QuickBooks Online sync determine Contact uniqueness?

Objective:

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

Environment:

  • Clio Web App
  • 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
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