If you use Microsoft Outlook to manage contact information, you can synchronize your contact data with QuickBooks. Synchronization saves you from having to enter names, addresses, and other contact information a second time.
To synchronize your contacts between Outlook and QuickBooks, you must be using:
Microsoft Outlook 2000, 2002, 2003, or 2007.
Outlook Express is not supported.
Normally, synchronization simultaneously updates data in both your contact
manager and QuickBooks. Suppose a customer's phone number changes and you
enter the new number in your contact manager but not in QuickBooks. Suppose
also that a vendor's address changes and you enter that change in
QuickBooks but not your contact manager. When you synchronize, the phone number
gets updated in QuickBooks and the address gets updated in your contact
manager. This brings QuickBooks and your contact manager up to date with each
If you need to, you can limit synchronization to one direction
only—from QuickBooks to your contact manager, or from your contact
manager to QuickBooks. This is useful when all your contact data resides in one
program and you want to move it to the other.
Some important limitations affect synchronization. To learn about them,
Customer contact information with your Customers & Jobs list
Vendor contact information with your Vendor list.
Any kind of contact information with your Other Names list.
Employee contact information with your Employee list.
When you synchronize, names are never deleted from QuickBooks. If you delete
a name from your contact manager and then synchronize your data, the name
remains in QuickBooks even though it is no longer in your contact manager
Setting up for