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

Objective:

  • Verify that all Contacts 

Environment:

  • Clio Web App

Additional Information:

When a Contact is listed not listed as a Customer it can create problems during data import.

For more information on the Quickbooks Desktop export/import process, see here

Procedure:

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