Preferences

eReminder QuickBooks Integration provides an easy way to share data between QuickBooks and eReminder. Just one-click, you can send data to QuickBooks, import/export from eReminder to QuickBooks, and vice versa.

In this view, you can configure how to synchronize data between QuickBooks and eReminder.

QuickBooks Company File Section

It's optional to enter QuickBooks company file here. If you do not specify QuickBooks company file, then eReminder QuickBooks Integration will suppose that you have started QuickBooks, it will try to synchronize data with the running QuickBooks.

If you have allowed eReminder QuickBooks Integration login automatically and specify company file, then it's not necessary to start QuickBooks when synchronize. To learn how to configure company preferences, please refer to make some basic configuration for QuickBooks.

When Synchronize between eReminder and QuickBooks Section

When there exist duplicate entries, you can choose replace duplicate entries, skip duplicate entries or prompt when duplicated entries found. By default, eReminder QuickBooks Integration will prompt when duplicated entries found.

Synchronize to Who Section

Choose to share whose data with QuickBooks, after you have choose another a different resource, please use Apply to make your selection to take effect.

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 synchronize contacts
Learn more about preferences

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