Synchronize Contacts

eReminder QuickBooks Integration provides an easy way to synchronize between Customers in QuickBooks and Contacts in eReminder.

Note:

	Before synchronizing data, make sure you have made some basic configuration for QuickBooks.
	There has a contact/customer with the same subject exists in eReminder and QuickBooks before you synchronize at the first time, you can rename or delete one of them, or synchronize the customer to eReminder and replace the contact in eReminder.

To synchronize Contacts in eReminder to Customers in QuickBooks

Start QuickBooks.
Start eReminder.
From the popup menu of TopBar, choose QuickBooks Integration.
Switch to Contacts view.
Select entries. To select multiple entries, hold down the ctrl or shift keys to select. To select all entries, use Ctrl + A.
From the File menu, choose Synchronize, or click the button Synchronize in the toolbar.

To synchronize Customers in QuickBooks to Contacts in eReminder

Start QuickBooks.
Start eReminder.
From the popup menu of TopBar, choose QuickBooks Integration.
Switch to Customers view.
Select entries. To select multiple entries, hold down the ctrl or shift keys to select. To select all entries, use Ctrl + A.
From the File menu, choose Synchronize, or click the button Synchronize in the toolbar.

How to use this view:

In the tool bar, you use the button Synchronize to synchronize selected entries. In the table part, you can select any entry, and right-click to popup menu, then choose Synchronize option to synchronize it to another application.

Hints:

Table View integrates a lot of buttons for easy operation, click here to learn them.

What do you want to do?

	Learn more about table view
	Learn more about eReminder QuickBooks Integration
	Learn more about configuration for QuickBooks
	Learn more about import & export
	Learn more about synchronize appointments
	Learn more about synchronize tasks
	Learn more about preferences

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