Objective:
- Verify that all Contacts are brought into QBD
Environment:
- Clio Manage
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:
- In Quickbooks Desktop click Lists
- Select Other Names List
