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How to use the contacts without QuickBooks list type window

The contact names listed are contact manager records that are to be added to QuickBooks but do not have a QuickBooks list associated with them. They cannot be synchronized until you indicate which list they belong to in QuickBooks.

To assign names to a particular list:

  1. Highlight each name.

  2. Choose the list (Customer, Vendor, or Other Name) from the drop-down list.

  3. Click Apply.

When the synchronization occurs, these names automatically receive the QB Customer, QB Vendor, or QB Other category.

To exclude names from this synchronization:

  1. Highlight each name you want to exclude.

  2. Choose Ask Me Later from the drop-down list.

  3. Click Apply.

You will get the chance to include these records the next time you synchronize.

To exclude names from this and all subsequent synchronizations:

  1. Highlight each name you want to exclude.

  2. Choose Never Sync from the drop-down list.

  3. Click Apply.

When the synchronization occurs, these names automatically receive the QB Ignore category.

To highlight multiple names, press the Ctrl key as you click each name.

KB ID# H_CRM_NO_QB_LIST
12/7/2016 8:00:58 PM
PPRDQSSWS407 9138 Pro 2017 e9f362