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The plaintiffs in SmartAdvocate must be customers in QuickBooks under the customers center. They cannot be located under accounts, classes or under any other sections section within QuickBooks.
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The QuickBooks Customers in the customer center must have use a naming pattern for all customers. All customers must use have the same naming pattern. This will only apply to customers in QuickBooks who are plaintiffs within SmartAdvocate.
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SmartAdvocate uses name parts placeholders as follows %FN = first name, %MN = middle name, %MI = middle initial, %MIP = middle initial with period, %LN = last name, %PR = prefix.:
%FN | First Name |
%MN | Middle Name |
%MI | Middle Initial |
%MIP | Middle Initial with Period |
%LN | Last Name |
%PR | Prefix |
Here are our available formats:
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format combinations:
Plaintiff Name Pattern | Pattern Full Description | Example Name |
%FN %LN | First Name Last Name | John Brown |
%FN %MI %LN |
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First Name |
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Middle |
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Name Last Name |
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John |
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Quincy Brown |
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%FN %MIP %LN |
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First Name |
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Middle Initial |
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Last Name |
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John Q |
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Brown |
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%FN %MN %LN |
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First Name |
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Middle Initial with Period Last Name |
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John |
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Q. Brown |
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%PR %FN %LN |
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Prefix |
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First Name |
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Last Name |
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Mr. John Brown |
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%PR %FN %MI %LN |
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Prefix |
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First Name |
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Middle |
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Name Last Name |
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Mr. John |
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Quincy Brown |
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%PR %FN %MIP %LN |
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Prefix |
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First Name |
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Middle Initial |
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Last Name |
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Mr. John Q |
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Brown |
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%PR %FN %MN %LN |
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Prefix |
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First Name |
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Middle Initial with Period Last Name |
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Mr. John |
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Q. Brown |
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%LN, %FN |
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Last Name |
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, First |
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Name | Brown, John |
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%LN, %FN %MN |
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Last Name |
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, First Name |
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Middle Name |
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Brown, John Quincy |
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%LN, %FN %MI |
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Last Name |
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, First Name |
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Middle |
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Initial | Brown, John Q |
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%LN, %FN %MIP |
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Last Name |
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, First Name |
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Middle Initial with Period | Brown, John Q. |
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%PR %LN, %FN |
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Prefix |
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Last Name |
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, First Name |
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Mr. Brown, John |
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%PR %LN, %FN %MN |
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Prefix |
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Last Name |
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, First Name |
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Middle Name |
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Mr. Brown, John Quincy |
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%PR %LN, %FN %MI |
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Prefix |
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Last Name |
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, First Name |
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Middle |
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Initial | Mr. Brown, John Q |
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%PR %LN, %FN %MIP |
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Prefix |
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Last Name |
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, First Name |
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Middle Initial with Period | Mr. Brown, John Q. |
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%LN, %PR %FN |
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Last Name |
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, Prefix |
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First Name |
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Brown, Mr. John |
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%LN, %PR %FN %MN |
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Last Name |
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, Prefix |
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First Name |
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Middle Name |
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Brown, Mr. John Quincy |
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%LN, %PR %FN %MI |
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Last Name |
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, Prefix |
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First Name |
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Middle |
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Initial | Brown, Mr. John Q |
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%LN, %PR %FN %MIP |
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Last Name |
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, Prefix |
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First Name |
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Middle Initial with Period | Brown, Mr. John Q. |
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If the SmartAdvocate QuickBooks Integration is unable to find an exact match, a new customer will be created by the SmartAdvocate QuickBooks Integration in QuickBooks and you might end up with two of the same customers.
The integration needs the SmartAdvocate file number must be associated to the customer within QuickBooks. There are three options for Case Number location within QuickBooks.
The Case Number can be stored in the Job name.
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