Steps to set up QuickBooks Contact Manager with Outlook
QuickBooks accounting software is the best-selling financial program around the world. Most of the program utilities handle accounting, but the program also stores your customer’s important information like names and contact information in a spreadsheet. To set the contact manager up to work with Microsoft Outlook’s Business Contact Manager, you can export contact list as an external file. To set up QuickBooks Contact Manager with Outlook you can simply contact a third party technical support providing company that proffers you quality technical support for QuickBooks for Outlook contact manager set up. For this, you can also visit the official page of QuickBooks and get instant help from the Intuit certified QuickBooks technicians in a hassle-free manner.
As both QuickBooks and Outlook support CSV files, they also have a list of spreadsheet data without formatting. In case you need any type of technical help in storing spreadsheet for QuickBooks and Outlook, then you can dial a toll-free QuickBooks customer support number to get instant support for the same.
Outlook business Contact Manager includes a wizard which you can use to import your business records, together with other product and service item lists, from apps such as QuickBooks in an efficient manner. By using this contact manager you can easily organize your contact lists and create records manually by typing the information into the records. For more information, you can online support for Outlook for setting up Contact Manager from a third party technical support providing company at affordable price tags and get instant solutions.
Before setting up Outlook and QuickBooks contact manager it’s good to backup your all files before you synchronize.
QuickBooks lets you synchronize three kinds of contact information with Outlook:
- Customer contact information enclosed in your Customer and Jobs list
- Contact details on your Other Names list.
- Seller contacts information from your dealer list.
Export from QuickBooks
- Tap the toolbar’s “Names” icon to open a drop-down menu.
- Tap “All Names.”
- Tap “Save List” in the menu bar to open the “Save As” dialog box.
- Tap “Save as type.” choose “CSV file.”
- Type a name for the file. Tap “Save.”
If you are unable to export from QuickBooks, then you can take dial a toll-free technical support number for QuickBooks for Outlook contact manner set up in a proficient manner with the help of certified technicians.
Import to Outlook
- Tap “File” in the Outlook ribbon.
- Tap the label marked “Business Contact Manager.”
- Tap the button marked “Import and Export” > Tap “Import” to launch >the “Import Business Data” wizard.
- Tap “Browse.”> Navigate to and select the CSV file.
- Tap “Next” in the following two screens to open the Map Fields screen.
- Tap each field from the list on the left side of the screen. Drag each to a corresponding field on the right side of the screen.
- Tap “OK.” Tap “Import.”
For more solutions visit the official website of QuickBooks and get relevant support for the same accordingly.
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