How to Sync Outlook contacts with QuickBooks Desktop?

QuickBooks Desktop and Outlook are the two most important software used in the business world. QuickBooks is a top-notch accounting application with tech-savvy yet easy-to-use tools/features. On the other hand, Outlook is a personal information management software system that allows you to easily manage your emails, calendar, and contacts. But what if you wish to use both at the same time? In such a situation, you can Sync Outlook contacts with QuickBooks Desktop. It saves your precious time, as there is no need to manually fetch every contact. The sync lets the users easily match the Outlook contacts with the QuickBooks vendors and customers. Read the blog completely to learn more about the Outlook contacts and QuickBooks synchronization process.
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How to Sync Outlook contacts with QuickBooks Desktop?

You can easily sync the QuickBooks desktop with the Outlook contacts by using the QuickBooks Contact Sync Tool. The tool is available on the Intuit official website. You need to download and install the tool on your system.

Steps to Download the Tool

1.Visit the official Intuit website and search for the QuickBooks Contact Sync tool.
2. Once found, click on the "Download Button" to get the tool.
3. Save the file to an easily accessible location or in the download folder.
Steps to Install the Tool

  1. Now, open the downloaded folder/ folder where you have saved the file.

  2. In the folder, look for the.exe file and right-click on it.

  3. Choose run as an admin option to initiate the installation process.

  4. Follow the on-screen prompts to complete the installation set-up.

  5. Press the OK button when the installation process is over.

Sync Outlook contacts with QuickBooks Desktop

The below-mentioned steps will help you sync Outlook contacts with QuickBooks desktop easily so that you can use the data easily.

  1. Sign in to the QuickBooks desktop application and click on the file menu option to choose Single Mode User.

  2. Then click on the preferences tab to choose the edit option.

  3. Further, choose the integrated application option.

  4. Thereafter, choose the company preferences option.

  5. Ahead, press the Contact sync option and then move to the properties.

  6. Tick mark the option saying, sync the customer's credit card details, SSN, and other personal details.

  7. Further, checkmark the box saying, "Allow the application to read and edit this company file."

  8. Lastly, press the OK button to make the changes effective.

Sync Outlook contacts with QuickBooks Desktop for Mac

The integration of Microsoft Outlook with the Mac is simple. The steps that will help you in performing the synchronization of Microsoft Outlook with the Mac are:

  1. Open the QuickBooks application on your Mac system and move to the edit option.

  2. Ahead, choose preferences, and then send the Forms option.

  3. Further, choose the Outlook option and press the OK button.

Final Verdict

Sync Outlook contacts with QuickBooks desktop is a simple process that benefits users in multiple ways. After the integration, the users can send emails faster, get regular alerts, and import and export data easily. Hopefully, this blog explains the sync process of Outlook with QuickBooks easily. However, if you face any difficulty, you can call our experts immediately via our helpline number.
Read Also : QuickBooks Outlook is Not Responding

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