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If I Change a Contact's Name in Quickbooks Online Will the Change Be Reflected in Clio?

Objective:

  • To Determine if Contact Name Changes are synced between QuickBooks Online and Clio

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

  • n/a

Answer:

Yes, if there is a change in a Contact's name in either QuickBooks Online or Clio, those changes will be reflected in Clio. 

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