Synchronize Clients/Customers

Easy Tracker QuickBooks Integration provides an easy way to synchronize customers in QuickBooks and clients in Easy Tracker.

Note:

If there has a customer/user with the same name exists in Easy Tracker and QuickBooks before you synchronize at the first time, you can

rename or delete one of them, or
synchronize the customer to Easy Tracker and replace the user in Easy Tracker.

But if you do nothing before synchronizing data to QuickBooks in this condition, you will fail to synchronize this user's data to QuickBooks.

To synchronize Clients in Easy Tracker to Customers in QuickBooks

Start QuickBooks
Start Easy Tracker Pro
From the Tools menu, choose QuickBooks Integration
Switch to Clients 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 Clients in Easy Tracker

Start QuickBooks
Start Easy Tracker Pro
From the Tools menu, 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 about field mapping
	Learn more about Easy Tracker QuickBooks Integration

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