Objective:

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

Environment:

• 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.

Procedure:

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.