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How to Merge Contacts within QuickBooks Desktop


  • Combining duplicate Contacts in QuickBooks Desktop
  • Merging a Clio created Contact with the original QuickBooks Contact
  • QuickBooks Desktop creating new Contacts


  • QuickBooks Desktop

Additional Information:

  • When merging the Contacts you must ensure that the Contact with the Clio ID (ex. Clio 1234567) is the one that remains active.
  • To avoid duplicate contacts, make sure their First and Last name are exactly the same.


When the customer names appear differently in QuickBooks Desktop, follow the steps below.

  1. Select Customer on the top menu bar.
  2. Click Customer Center.
  3. Right-click the Clio created Contact and Edit Customer.
  4. Copy the customer display name in the top left corner.
  5. Click Cancel and return to the Customer Center.
  6. Right-click the original Quickbooks Desktop Contact and Edit Customer.
  7. Replace the Quickbooks Desktop customer display name with the Clio customer display name.
  8. Select OK.
  9. A prompt will appear asking to merge contacts, select Yes to proceed with the merge.

When the customer names appear the same in QuickBooks Desktop, follow the steps below:

  1. Select Customer menu and choose Customer Center.
  2. Change the QuickBooks Desktop customer display name (i.e. John Smith) to include the number 2 (John Smith 2).
  3. Follow steps 3 to steps 9 above.


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