How to Sync Outlook Contacts with QuickBooks Desktop?

 

Confused, how to sync Outlook contacts with QuickBooks Desktop? Alright, it can’t be denied that Outlook and QuickBooks Desktop both are widely used software programs that play a lead role in their respective fields. While, Outlook is a personal information manager that organizes your emails, contacts, calendars, and other important information, and QuickBooks Desktop is used to manage different business finances related to customers, vendors, and other important contacts.

With the rapidly increasing competition across business domains, it has become mandatory to be connected to your business contacts everywhere you go. Synchronizing contacts between these two platforms saves time, improves productivity, and builds customer relationships. It’s not as annoying as you think to sync your contacts list with QuickBooks. For this, you just have to install and run QuickBooks Contact Sync Tool using the most recent version of QuickBooks Desktop and get your synchronization done with no more interruptions.

QuickBooks Contact Sync for Outlook Tool: A Detailed Overview

For availing of different email services, many users connect Outlook with their QuickBooks accounts. If you’ve connected to Outlook, it is important to sync your contacts. QuickBooks Contact Sync for Outlook Tool is basically used to sync your Outlook contacts with QuickBooks Desktop. This tool is more beneficial as you don’t have to enter the contact information again and again for each customer. The entire process of QuickBooks sync with Outlook contacts is quite so easy if you do it carefully. Therefore, it is recommended that once you sync the contacts using the tool, you need to match the Outlook contacts in QuickBooks. If you are willing to know more about it, stay tuned to this blog till the end.

What are the key benefits of syncing Outlook Contacts with QuickBooks Desktop?

There are many advantages of synchronizing Outlook contacts with QuickBooks Desktop, let’s have a glance at each one:

1. You can have all your contacts in one place and save time for other tasks.

2. Now, you have an opportunity to keep all your contacts up-to-date and be more organized.

3. You can have all the relevant information at your fingertips and develop better relationships with your customer.

Most Practicable Methods to Sync Outlook Contacts with QuickBooks Desktop!

To sync the Outlook contacts with QuickBooks desktop, you just simply have to download and install the tool and run it on your system. Later on, you need to set some preferences to sync the contacts and import QuickBooks contacts to Outlook. Here’s how to do it with much more ease:

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Method 1: Download QuickBooks Contact Sync Tool

1. To start off, you need to download the QuickBooks Contact Sync Tool.

2. Now, enter the exact email address to confirm the download and register the tool.

3. At last, navigate to the download folder of your system and locate the ContactSyncSetup.exe file.

Method 2: Install QuickBooks Contact Sync Tool

1. The very first step is to close Outlook and any open company files.

2. Now, click twice on the contact sync setup file.

3. Hit the Next tab to proceed with the installation.

4. On the License Agreement page, press Next once again.

5. After that, select the location to install the tool and then click Next to continue.

6. You need to choose Install to initiate the installation process.

7. Once the installation is successfully completed, be sure that the tool has the right to access customer and user data from QuickBooks.

Method 3: Run QuickBooks Integration Manager Tool

1. In the inception, open QuickBooks and check if you are running QuickBooks in Single-User Mode or not.

2. Next, choose Preferences from the Edit menu.

3. Tap on the Integrated Applications and head to the Company Preferences tab.

4. Thereafter, select Contact Sync and hit Properties.

5. Now, you have to enable the option stating, “Allow this application to access Social Security Numbers, customer credit card information, and other Personal data”.

6. Ensure that the option “Allow this application to read and modify this company file” is also selected.

7. To finish, press the OK button to save changes.

Method 4: Sync your Contacts

1. Initially, open your QuickBooks and Outlook as well.

2. Now, you need to create a backup of your QuickBooks company file and Outlook contacts.

3. Choose Synchronize Contacts in Outlook.

4. Moving ahead, follow the on-screen instructions to start syncing and mapping your contacts.

5. In the end, hit the Finish tab.

How to Backup Outlook and QuickBooks Desktop Contacts? (A Complete Guide)

Want to create a backup of your Outlook Contacts but don’t know how to do it? Try out the below-listed instructions in a given order.

1. First of all, open Outlook and then hover over the File menu

2. Now, choose Open & Export and then tap on Import/Export.

3. Select Export to a file in the Import and Export Wizard.

4. Afterward, click Comma Separated Values (Windows) as the file type and then press the Next button.

5. You must select Contacts under the email account you want to export contacts from.

6. Opt for the location to save the backup file and name the file.

7. Finally, hit the Finish tab to complete the export process.

Summing-up!

We positively hope that you’re now able to understand how to Sync Outlook Contacts with QuickBooks Desktop without any technical hindrances. However, if still, it seems that you may mess up everything or get stuck anywhere in the meanwhile then don’t hesitate to have a word with our QuickBooks experts. They will be glad to assist you if you face any trouble.