Objective:

• To determine how Contacts are brought over to QuickBooks Desktop

Environment:

• Clio Web App
• QuickBooks Desktop

Additional Information:

n/a

Answer:

Technically there is no way to export/import Contacts into QuickBooks Desktop. When you export transactions or bills, data about the contacts associated with those bills/transactions are included. When imported into QBD, those records are used to associate the transaction/bill with the contact in QBD. If it's the first time a record is being imported for that contact and the contact doesn't exist in QBD yet, one is created.