Assigning contact names from Outlook or ACT! to QuickBooks lists

Legacy KB ID: 750

Question

How do I assign the contact names from Outlook or ACT! to each QuickBooks list during the first synchronisation?

Answer

During the synchronisation process, each name from your contact manager (Microsoft® Outlook® or ACT!®) needs to be selected and placed in a QuickBooks list. To assign the contact names to the appropriate lists in QuickBooks: 1. Start the synchronisation by choosing Synchronise Contacts from the QuickBooks Company menu. 2. Follow the instructions in the wizard. 3. Once the synchronisation has started, a window that prompts you to assign the contact name(s) to the appropriate QuickBooks list will open. Select a contact name or multiple contact names from the list. 4. At the bottom of the window, select the appropriate list in QuickBooks to place the contact name(s). (You can select multiple contact names by pressing the Ctrl key as you click each name. Continue to hold down the Ctrl key until all names have been selected.) 5. Click the Apply button. This categorises the contact names so that they will automatically synchronise with the correct QuickBooks list. 6. After all the names have been categorised, click OK to resume synchronisation. 7. When the process is complete, a Synchronisation Complete window will appear with an option to view the Sync Log file. You may view the file for information on the results of the synchronisation.

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