Contact Synchronization

Contact Synchronization
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Contact Synchronization
Video Length: Video Size: File Size:
18 Minutes 24 Seconds Up To Full Screen 27064 KB

QuickBooks Online Training
 
Video Tutorial Over Contact Synchronization

If you use Microsoft Outlook to manage contact information, you can synchronize your contact data with QuickBooks. Synchronization saves you from having to enter names, addresses, and other contact information a second time.

How synchronization works

Normally, synchronization simultaneously updates data in both your contact manager and QuickBooks. Suppose a customer's phone number changes and you enter the new number in your contact manager but not in QuickBooks. Suppose also that a vendor's address changes and you enter that change in QuickBooks but not your contact manager. When you synchronize, the phone number gets updated in QuickBooks and the address gets updated in your contact manager. This brings QuickBooks and your contact manager up to date with each other.

If you need to, you can limit synchronization to one direction only—from QuickBooks to your contact manager, or from your contact manager to QuickBooks. This is useful when all your contact data resides in one program and you want to move it to the other.

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