- To determine how Contacts are brought over to QuickBooks Desktop
- Clio Manage
- QuickBooks Desktop
To avoid duplicate Contacts, make sure their First and Last name are the exact same
Importing transactions or bills from Clio will also create the necessary Customer Contacts in Quickbooks.
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.