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How to Sync Contacts Between Outlook and QuickBooks Desktop?

Sync Contacts Between Outlook and QuickBooks Desktop

Looking for the process to sync contacts Outlook with QuickBooks desktop? If yes, then this post might be helpful in successfully syncing contacts between outlook and QuickBooks desktop. The feature to sync contacts lets the user skip re-entering contact information. The QuickBooks contact sync for outlook lets the user easily sync and match the outlook contacts with the customers, jobs, vendors, and other names in QuickBooks. To know more, we would recommend you read this post carefully till the end. For any sort of further technical assistance, feel free to contact our experts at +1-844-521-0490 and they will provide you with instant support services.

Also Read: convert from Sage 50 to QuickBooks desktop

Steps to sync outlook contacts with QuickBooks desktop

In order to sync outlook contacts with QuickBooks desktop, the user can opt for the below stated steps:

  • At first, the user needs to download QuickBooks contact sync
  • Under this, the user needs to choose the download tab for downloading the QuickBooks contact sync tool
  • And then save the file where it can be accessed easily
  • And then, the user needs to install QuickBooks contact sync
  • The sub-steps of this include ensuring closing Outlook
  • And then double click the setup.exe in the folder where it has been saved
  • And follow the onscreen prompts
  • Sync the contacts
  • The user will have to include opening outlook and QuickBooks
  • After that, it is recommended to back up the QuickBooks files and also the outlook contacts. The user can take assistance from the Microsoft office support site to backup outlook contacts
  • And then, select synchronize contacts in outlook
  • The last step is to follow the on-screen guide to start syncing and mapping the contacts

By the end of this post, we believe that the reader might be well versed in the steps to sync contacts between Outlook and QuickBooks desktop. However, if any of your queries remained unanswered, then, in that case, do not hesitate in calling our QuickBooks professionals right away. Our team of professionals and experts will ensure to answer all your queries instantly. Give us a call at +1-844-521-0490 and we will provide you with instant support services.

The user can try to perform the below steps to get rid of the issue successfully.

Solution 1: Re-sorting the customer list

  • At first head to the customer menu and then select customer center
  • Now, head to the view menu and also choose re-sort list
  • The next step is to hit the ok tab
  • Run a financial exchange

Solution 2: Eliminate the customers without transactions in QuickBooks desktop point of sale

  • Start with heading to the customers menu and then choose customer list
  • Now, run a report to see which customer don’t have account balances:
    • Choose I want to drop down menu on the customer list window
    • Now, select the run a report option, followed by selecting general-customer list
    • Select the modify option from the menu
    • And also go for add or remove columns
    • Look for and put a checkmark beside account balance, and also select save option
    • Keep a copy of the list, the user can opt for print. And then, choose close
  • Now, the user needs to hold the Ctrl key, and then opt for the customer to be deleted based on the report
  • After that click on delete option from the left menu
  • And hit the yes tab, in order to confirm and hit ok tab
  • Restart the system and check if the issue is fixed

We end this post right here with the hope that the information shared in above might be of some help in eliminating the error code successfully. However, if there is any query or the user needs our assistance at any point in time

What causes such an error in QuickBooks?

Below can be the reasons behind the occurrence of this issue:

  • Incorrect firewall might be blocking the functioning of QuickBooks.
  • Or if the internet connection is weak, then you can end up in this issue
  • Just in case the third-party antivirus could be causing havoc.
  • Also, if there is improper SSL settings can also lead to this error.

Steps to eliminate the issue in QuickBooks

The below-stated steps can help the user in fixing the error code 12031 successfully in QuickBooks. Let us have a look:

  • The first step is to download the QuickBooks connection diagnostic tool.
  • Once done with that install it by clicking on the downloaded file and following the on-screen instructions.
  • The next step is to launch the tool by clicking the desktop icon.
  • In the test connectivity section, choose the option to browse. You can find it beside the company files bar.
  • The next step is to choose the company file in which you were having the issue.
  • The user should then click on the Test Connectivity button.
  • This will start the repair immediately. Wait for the process to complete and you are done

Also Read: Boastcity.com

 

amarawilliam

My name is Amara William. I have been in the accounting industry for a good time now and work towards resolving all type of accounting issues at QB Error Support, especially associated with QuickBooks accounting software. I provide solutions to the errors that might be faced when using the QuickBooks software. So we available 24*7 hr don’t hesitate to call us .Our Contact no. +18445210490

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