
Whether you are using QuickBooks on your Mac, or on iPhone, or iPad, you need to synchronize your contact information in QuickBooks with Apple’s Contacts and your mobile devices. Therefore, we will learn today how to contact synchronization and management for your QuickBooks for Mac with help of QuickBooks Technical Support Phone Number.
The time when you make changes in QuickBooks, Contacts, or your mobile device, you will see that the change is automatically synced between the programs and devices.
Note: User needs to be sure to turn on Contact Sync again even though they may have used it in previous version of QuickBooks.
In order to sync contacts, first turn on Contact Sync, and then QuickBooks will ask which contacts you want to sync.
Step 1. You can turn on Contact Sync.
- First, unzip QuickBooks and navigate to Preferences, then select Contact Sync.
- Next, you can select use contact sync.
- After that, press OKwhen QuickBooks asks for access to your contacts.
You will find that QuickBooks creates a new group in Contacts named “QuickBooks: YourCompanyFileName.” All your contacts in that company file will be initially organized in this group.
Step 2. User can sync their contacts in QuickBooks Desktop
- First, navigate to customer center, after turning on Contact Sync.
- Next, choose any list of names on your customer list.
- After that, select one or more of the names you want to sync, and then sync with contacts.
- Also, user can change the name and select syncat the bottom of the edit window. User will see that the shaded items are synchronized.
Step 3. You can clean up contacts in QuickBooks Desktop
If you want to clean up contacts to sync your QuickBooks lists with Contacts, it creates duplicate Contacts cards and places them in a new group, then it will be required to consolidate these cards with the help of following given steps:
- First, navigate to contacts.
- Next, you can select all contacts.
- Navigate to card menuand choose duplicates.
- Once contact finishes, then you need to check duplicate entries, then select merge.
Now users have consolidated their contacts card but the links to QuickBooks lists still work for synchronizing.
We hope that it will be easy for all of you to know how to contact synchronization and management for your QuickBooks for Mac with help of QuickBooks Technical Support Phone Number. However, you need more help then you can visit our website www.qbooks247.com.