How to Sync QuickBooks with Outlook?

QuickBooks is the premier product given by Intuit for the needs of small-scale business where you can keep track of payrolls, inventory, and supply management as well. QuickBooks is a complete software solution use to manage and have an eye on expenses, generate accurate reports and invoices, change in orders or orders status is also been tracked. Apart from these basic features it also offers the scope of adding external add-ons which enable the engagement with various third party tools to enhance the functions and capabilities it can manage. You can generate the reports which are accessible via Microsoft word and contact synchronization is supported via Microsoft Outlook 2000 or later versions.

So you are using QuickBooks locally for all your business needs and you have encountered the need for synchronizing contacts from QuickBooks to Microsoft outlook. Quick book technical support team has provided a set of steps which you can follow to successfully sync your contacts from QuickBooks to outlook. We have noted those detailed steps as per customer experiences with QuickBooks technical support team. QuickBooks support team is supportive and easy to talk regarding all your issues which you might face using the QuickBooks.

Here are the steps that you need to follow to sync contacts from QuickBooks to outlook:

1.      First, you need to download the QuickBooks to outlook download sync plug-in which is available on QuickBooks download site.

2.      You will be asked to provide a valid email address on which you will receive the confirmation mail before downloading the software.

3.      Once downloaded double click on the downloaded file to start the installation.

4.      Follow the on screen instructions which will ask you to accept the license agreement.

5.      Provide the installation location by giving the suitable folder path using Browse button.

6.      Once the installation is finished you will be seeing “Installation has been completed effectively”.

7.      Now go to your outlook and on the menu bar you will be seeing, QuickBooksà Contact Sync.

8.      Before seeing the contacts within your dedicated application you need to edit the preferences via (File > Utilities > Synchronize Contacts), choose Edit > Preferences > Integrated Applications > Company Preferences.