Outlook and QuickBooks Desktop are two widely used software programs in their respective fields. While Outlook is a personal information manager that helps you to manage your Emails, Contacts, Calendars or other important information and the other side QuickBooks helps you to manage your business finances related to customers, vendors and other important accounting related tasks.
Synchronizing contacts between these two platforms saves time, improves productivity, and helps manage customer relationships. In this blog post, today we will explore the benefits and steps to sync Outlook contacts with QuickBooks Desktop. Thus, keep reading.!
Benefits of Syncing Outlook Contacts with QuickBooks Desktop
Synchronizing Outlook contacts with QuickBooks Desktop has many benefits. By syncing your contacts, you can:
- Have all your contacts in one place and save time for other tasks.
- Keep all your contacts up-to-date and be more organized.
- Have all the relevant information at your fingertips and better manage your customer relationships.
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Steps to Sync your QuickBooks Customers, Jobs, and Vendors with your Outlook Contacts
Follow these steps to sync your Outlook contacts with QuickBooks Desktop:
Note: Contact Sync works with Microsoft Outlook 2010 (32-bit).
1st Step: Download QuickBooks Contact Sync Tool
- In the very initial step you need to download the QuickBooks Contact Sync Tool
- After that provide your email address to confirm the download and register the tool.
- Now wait for the pop-up to show the downloaded file (or go to the download folder of your computer and locate the ContactSyncSetup.exe file.
2nd Step: Install QuickBooks Contact Sync Tool to Sync Outlook with QuickBooks
- Initially, you need to close QuickBooks Desktop and any open company file
- After that, click twice on the contact sync setup file.
- Moving ahead, press the Next button to proceed with the installation.
- Also, click on Next button again on the License Agreement page
- Now select the location to install the tool and press Next tab.
- Initiate the installation by pressing the Install button.
- After the installation is complete, make sure the tool has the right to access customer and user data from QuickBooks.
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3rd Step: Sync Your Contacts
- At first, you need to open your Outlook and QuickBooks program.
- After that create a backup of your QuickBooks file and Outlook contacts.
- Now select Synchronize Contacts in Outlook.
- In the next step you need to follow the onscreen prompts to sync and map your contacts.
Note: The “Allow this application to read and modify this company file” option must be selected.
- Lastly, hit a click on OK to save changes.
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Bonus Information: How to Backup Outlook and QuickBooks Desktop Contacts?
Steps to Backup Outlook Contacts
You can use the following steps to create a backup of your Outlook contacts:
- Firstly, you need to open Outlook and then the “File” menu
- After that tap on “Open & Export” and select “Import/Export.”
- In the Import and Export Wizard, you need to select “Export to a file“
- Also choose the “Comma Separated Values (Windows)” option as the file type and hit “Next“
- Here you need to click on the “Contacts” folder and click on “Next” tab.
- The next step is to select a location to save the backup file and name the file.
- Lastly, click on “Finish” tab to complete the export process.
Steps to Finish QuickBooks Desktop Contacts
- The very first step is to open QuickBooks Desktop and go to the “File” menu.
- After that choose “Utilities” tab and then tap on “Export” option.
- In the Export dialog box, you need to select “Lists to IIF Files“
- After then, select the data you want to export, such as “Customers,” “Vendors,” and “Invoices“.
- Now select a location to save the backup file and name the file
- The last step is to hit a click on “Save” to start the export process.
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Conclusion
We hope you agree that syncing your Outlook contacts with QuickBooks Desktop is simple and doesn’t take much time. Along with being an effective way to save time, it also helps you better manage your customer relationships. Though the steps outlined in this blog post are easy to follow and guide you to easily sync your contacts between the two platforms, you can reach out to our certified QuickBooks desktop support experts at 1(800)761-1787 if you face any trouble.
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