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Click below for the recording of Claude’s QuickBooks Integration training January 2025
INSTALLATION
This integration requires QuickBooks version 14 or newer. QuickBooks must be installed on the same server SmartAdvocate is installed. QuickBooks SDK 13.0 must also be installed on this server.
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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 |
Here are our available format combinations:
Plaintiff Name Pattern | Pattern Full Description | Example Name |
%FN %LN | First Name Last Name | John Brown |
%FN %MI %LN | First Name Middle Name Last Name | John Quincy Brown |
%FN %MIP %LN | First Name Middle Initial Last Name | John Q Brown |
%FN %MN %LN | First Name Middle Initial with Period Last Name | John Q. Brown |
%PR %FN %LN | Prefix First Name Last Name | Mr. John Brown |
%PR %FN %MI %LN | Prefix First Name Middle Name Last Name | Mr. John Quincy Brown |
%PR %FN %MIP %LN | Prefix First Name Middle Initial Last Name | Mr. John Q Brown |
%PR %FN %MN %LN | Prefix First Name Middle Initial with Period Last Name | Mr. John Q. Brown |
%LN, %FN | Last Name, First Name | Brown, John |
%LN, %FN %MN | Last Name, First Name Middle Name | Brown, John Quincy |
%LN, %FN %MI | Last Name, First Name Middle Initial | Brown, John Q |
%LN, %FN %MIP | Last Name, First Name Middle Initial with Period | Brown, John Q. |
%PR %LN, %FN | Prefix Last Name, First Name | Mr. Brown, John |
%PR %LN, %FN %MN | Prefix Last Name, First Name Middle Name | Mr. Brown, John Quincy |
%PR %LN, %FN %MI | Prefix Last Name, First Name Middle Initial | Mr. Brown, John Q |
%PR %LN, %FN %MIP | Prefix Last Name, First Name Middle Initial with Period | Mr. Brown, John Q. |
%LN, %PR %FN | Last Name, Prefix First Name | Brown, Mr. John |
%LN, %PR %FN %MN | Last Name, Prefix First Name Middle Name | Brown, Mr. John Quincy |
%LN, %PR %FN %MI | Last Name, Prefix First Name Middle Initial | Brown, Mr. John Q |
%LN, %PR %FN %MIP | Last Name, Prefix First Name Middle Initial with Period | Brown, Mr. John Q. |
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.
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