Synchronize Customers

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
  1. rename or delete one of them, or
  2. synchronize the customer to eReminder and replace the contact in eReminder.

Please refer to Synchronize Contacts:

To synchronize Contacts in eReminder to Customers in QuickBooks
To synchronize Customers in QuickBooks to Contacts in eReminder

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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