Click Browse to select the Outlook folders that contain contact data you
want to synchronize with QuickBooks.
Only if you use multiple folders in Outlook (some people don't). If you
do use Outlook folders, you need to identify which ones are important to your
business operations and which ones are not. The folders you select are the ones
that are compared against the Customer:Job, Vendor, and Other Name lists in
QuickBooks. Folders you don't select are ignored when you synchronize. Such
a folder might contain personal contacts unrelated to your business.
Not necessarily. Contacts in Outlook must also be categorized appropriately
so that QuickBooks knows which list to synchronize them with. Uncategorized
contacts are not synchronized, even if they are in one of the folders you
selected for synchronization. Also, contacts categorized as Personal or Private
are not synchronized unless you specify—later in this wizard—that
you want them to be.
Names from QuickBooks that are new to Outlook go in the default folder. When
you select several folders for synchronization, you can control which one
receives names from QuickBooks by making it the default. If you don't
select a default folder, the first folder you select automatically becomes the
When you click Browse, the Selected Folders list shows the default folder in
bold. To make a different folder the default, select it and click Default.