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Setup for contact management synchronization

If you've never synchronized contact manager data with QuickBooks before, you must first complete a setup process.

  1. As a precaution, back up both your contact manager and your QuickBooks data.

  2. Go to the File menu, choose Utilities, and then click Synchronize Contacts.

  3. When the Synchronize Contacts window appears, follow the onscreen instructions that appear.

  4. When you finish a screen, click Next.

    If you need more information on any screen, click Help.

  5. When you have completed setup, click Import.

See also

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