Trying to sync outlook contacts with QuickBooks desktop but don’t know how to do that? Well, we can help you with that. You can sync QuickBooks customers, jobs, and supplies with your Outlook contacts every easily, by simply performing some basic set of steps. This feature eliminates the hassle of re-entering contact info manually. QuickBooks contact sync for Outlook allows you to easily sync and match Outlook contacts with customers, jobs, suppliers, and other names in QuickBooks. To understand what steps are involved in this process, make sure to read this segment carefully. In this blog post, today we will explore the benefits and steps to sync Outlook contacts with QuickBooks Desktop. Thus, keep reading.!
Note: Before heading forward, note that contact sync works with Microsoft Outlook 2010 (32-bit).
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 Outlook contacts with QuickBooks Desktop
Syncing Outlook contacts with QuickBooks not just eliminates the hassle, but also saves you a lot of time and effort. You can simply sync Outlook contacts with QuickBooks. Here are the steps that you need to perform to make this process work for you smoothly.
Note: Contact Sync works with Microsoft Outlook 2010 (32-bit).
1st Step: Download QuickBooks Contact Sync Tool
- The very first step here is to click on the Download tab to simply download the tool.
- After that, you are required to Save the file somewhere you can spot without any issue.
- This can be either your downloads folder or the desktop.
- After QuickBooks contact sync is downloaded successfully, proceed with the install steps.
2nd Step: Install QuickBooks Contact Sync Tool
- Here, you need to ensure to close Outlook.
- After that, click twice on the contact sync setup.exe file.
- The next step is to 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.
- The next step is to perform the onscreen steps to install the contact sync tool.
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3rd Step: Sync your Contacts
- Now, open your Outlook and QuickBooks.
- After that, backup your QuickBooks file and the Outlook contacts.
- You can head to the Microsoft Office support site, for the steps on how to backup Outlook contacts.
- In Outlook, you need to choose Synchronize contacts.
- The last step here is to perform the onscreen steps to start syncing and mapping the contacts.
Note: The “Allow this application to read and modify this company file” option must be selected there.
- Lastly, click on OK to save changes.
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Steps to Backup QuickBooks and Outlook Contacts
Steps to Backup Outlook Contacts
- To start with, open QuickBooks.
- Open the File menu.
- After that, click on the tab for Open and export.
- You now have to select Import/export option.
- In the Import and Export Wizard, you need to select Export to a file option.
- Also, hit Next
- Press the option stating Contacts folder and also click on Next tab
- Opt for a location to save the backup file and then Add a name to the file
- The last step here is to press the finish tab and begin the export process.
Steps to Finish QuickBooks Desktop Contacts
- To start with, open QuickBooks Desktop.
- Head to the File menu.
- Select the Utilities tab and also click on the Export option.
- The next step is to select Lists of IIF files.
- After that, select the data you wish to export like Invoices, customers, and invoices.
- Now, select a location to save the backup file and also click on Add a name to the file.
- The last step here is to press the Save tab and begin the export process.
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Conclusion
Now that you know what it takes to sync Outlook contacts with QuickBooks desktop, it is time to implement those steps and successfully sync Outlook contacts with QuickBooks. However, if you still have some issues with the process or if you need any sort of guidance, then you can simply connect with our support team at 1(800)761-1787, and ask them for immediate assistance. Our QuickBooks desktop support experts will help you in syncing Outlook contacts with QB.
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