Business validation error - Duplicate Name Exists
Quickbooks requires that display names of all customers in your Quickbooks accounts are unique. If a validation error is thrown when an invoice is being copied from CaseFox to Quickbooks, please make sure first name and last name in Quickbooks matches first name and last name in CaseFox. If not please make sure First Name one space Last name in CaseFox matches displayname in Quickbooks. If not, please make sure company name in casefox matches with displayname in Quickbooks.
Related Articles
Getting Started with Xero Integration
To setup your CaseFox account to seamlessly transmit invoices and supporting data to your Xero account, please follow these steps: 1. Of course, if you don't have a Xero account or don't know what Xero Accounting Software is, please ...
Different Payer or Split A Bill/Invoice For Multiple Payers
A case/matter (or project) may be configured to have multiplepayers or a payer different from the matter's client. To setup different payers, click on "Cases (Projects)", select a desired case in the list. On right hand side pane, click on Edit Case ...
How To Import Client List
Please visit for details about how to import data into CaseFox. [If your existing system can export the client list, case list (with client references), and time entries (with case references) in tabular form into CSV or Excel formats, we may be able ...
CONTACT-TITLE field in Other Info tab
1. To show client's name as "Mr." or "Ms.", you may enter the full name as it should appear on invoices in the company field of the client. 2. To display text such as "President" after client name on invoices, enter this title under the "Other Info" ...
Different Attention To on invoices
By default, on invoices, in client address block, client's first and last name are used as "Attn:". If a different attention to is needed for different cases for the same client, please click on the Cases tab, select the case and then click on "Other ...