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Select QuickBooks lists

You can synchronize names from any or all of these lists: Customer:Job, Vendor, Other Names.

If you don't want to synchronize contact information from a particular QuickBooks list:

  1. Clear the checkbox for that list.

KB ID# H_CRM_WIZARD_SELECT_QB_LISTS
2/19/2017 1:03:50 PM
PPRDQSSWS403 9138 Pro 2017 56b337