Objective:

• Verify that all Contacts are brought into QBD

Environment:

• Clio Web App

Additional Information:

Contacts that are already on the Other Names list will not import into Quickbooks Desktop from Clio. 

For more information on:

• The Quickbooks Desktop export/import process, see here. 
• Removing Contacts on the Other Names List, see here.

Procedure:

1. In Quickbooks Desktop click Lists
2. Select Other Names List