How to Sync QuickBooks With Outlook
By Tricia Goss
If you have clients, vendors or other contacts in Outlook and you would like to access them in QuickBooks or vice versa, there is no need to perform the same work twice. When you download a free tool from QuickBooks you can synchronize your customers, jobs and vendors with your Outlook contacts that not only saves time but also decreases the possibility of data entry errors.
Close Outlook and QuickBooks. Download the QuickBooks Contact Sync for Outlook tool (see Resources) and save the file on your computer. Open the .exe file and install it onto your computer.
Start QuickBooks and then start Outlook. Click "Get Started" on the QuickBooks Contact Sync for Outlook window that appears in Outlook. The Begin Setup window opens when Outlook and QuickBooks connect.
Click "Setup" to start the wizard and then click "Next." Select the types of contacts you want to sync and click "Next" after making your selections.
Make any changes necessary in the Mapping Customer Fields section and click "Save." Click "Sync Now" to complete the process.
Access Contact Sync to use it again at any time by selecting the "Add-ins" tab of Outlook and clicking "Synchronize Contacts." Alternatively, start QuickBooks and open the company file with which you want to sync your Outlook contacts. Select the "Edit" menu and click "Preferences." Point to "Integrated Applications," click on "Company Preferences" and select "Outlook Contact Sync."
- Clear the "Always Show at Startup" check box in Outlook if you don't want QuickBooks Contact Sync for Outlook to start every time you start Outlook.
- Information in this article applies to QuickBooks 2013 and Outlook 2013. It may vary slightly or significantly with other versions or products.
Tricia Goss' credits include Fitness Plus, Good News Tucson and Layover Magazine. She is certified in Microsoft application and served as the newsletter editor for OfficeUsers.org. She has also contributed to The Dollar Stretcher, Life Tips and Childcare Magazine.