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Where Can I See the Number in Clio Associated with the Client That was Brought Into Quickbooks?

Objective:

  • There is a 9 digit number next to the Contact name brought into Quickbooks, where can I find this number in Clio?

Environment:

  • Clio Manage
  • Quickbooks Online

Additional Information:

n/a

Answer:

The number next to the name of the Client brought over from Quickbooks is known as the "Contact ID". You can find this number in Clio by navigating to the Client's Contact page, then looking in the web address bar (URL) for a 9-digit number at the end of the address.

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