Tuesday, December 8, 2009

QuickBooks: Sync with Outlook

A client recently asked: How can I sync my Outlook contacts with QuickBooks as Customers or Vendors?

To sync Customer, Vendor and Other names between Outlook and QuickBooks, you need a free tool available at http://www.quickbooks.com/contact_sync. The QuickBooks Contact Sync for Outlook is a free downloadable tool that synchronizes your QuickBooks Customers, Jobs, and Vendors with Outlook contacts.

To use the utility:

You have the choice of synchronizing in both directions or just one way. To start the set-up go to:

* File > Utilities > Click Synchronize Contacts.
* Before you synchronize names with Outlook
* Assign Categories to the names under contact management.

The categories to use are:

* QB Customer
* QB Vendor
* QB Other
* QB Ignore (choose to not sync)

To begin synchronizing, select File menu > Utilities > Click Synchronize Contacts > Sync Now. The Outlook contacts will be placed in the QuickBooks types specified in the categories.