Frequently Asked Questions

Question: Why the same person needs to appear separately under both Clients and Contacts

Answer: QuickBooks Online currently has only the Client concept, which is different from our structure. In our system, we therefore create records with the same name under both Client and Contact. 

However, the Client represents the entity, while the Contact represents the individual person. 

Learn morn more - Understanding the Difference Between Contacts and Clients

Question: Which record actually controls the questionnaire experience?
Answer: The Contact/s record controls the Forms (questionnaires) experience. The Contact record contains the email address, so the Form (questionnaires) is sent to and received by the Contact.

Question: Whether correcting the Entity Type in the client record will resolve the “set up a business” issue
Answer: There was an update to the Form (questionnaire) system, so the old questionnaire URLs are no longer working. In this case, please send the questionnaire/form to those clients again using the new URL.

Question: Whether there is a simpler way to update client/contact details in one place, without having to maintain or correct both records separately
Answer: This is not possible at the moment.