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How Do I Check the Other Names List in Quickbooks Desktop?

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 

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