How to Sync Outlook Contacts with QuickBooks Desktop?

Outlook is like your digital assistant — it helps you stay organized by managing your emails, contacts, calendar events, and more. QuickBooks Desktop, on the other hand, is a go-to accounting tool used to handle finances, track customer and vendor information, and manage business transactions.

While each serves a different purpose, combining them can make your workflow much smoother. When you sync Outlook contacts with QuickBooks Desktop, you reduce manual data entry, save time, and improve overall efficiency.

In this article, we’ll walk you through the benefits of syncing Outlook contacts with QuickBooks Desktop, and guide you through the step-by-step process. But first, if you’re new to Microsoft Outlook, here’s a quick overview to get you familiar with how it works.

Table of Contents

A Quick Overview of Microsoft Outlook

Microsoft Outlook is a software of the Microsoft Suite with various traits. You can do multiple office tasks such as emailing, client management, and building relationships. Most people prefer to use the application because of their traits and Interface. The reason for being famous for this application is that it comprises Microsoft Exchange Server & SharePoint Server. It helps them to do many things like coordinate meetings and emailing.

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Highlights about Microsoft Outlook

Microsoft Outlook is equipped with some optimized features for security that guard your mail against hackers.
If you are using Microsoft Outlook, you can completely rely on the collaborative platform of Microsoft, known as SharePoint.
The quality of Microsoft Outlook to go well with Microsoft Exchange Play, makes this everyone’s first choice among all other client email software.
The calendar function of MS Outlook is more crucial than the email aspect. In many instances, all the big firms and companies use the calendar feature more than email.
You can increase the quality of connectivity with each other while using MS Outlook.

Advantages of Sync Outlook Contacts with QuickBooks Desktop

There are several benefits available when you Sync Outlook Contacts with QuickBooks Desktop. These are as follows:

Through this, you can have all your contacts organized and updated. By this, you can’t have any of the contacts in your data obsolete.
You can have all the information under one roof at your fingertips, and through this, you can manage your relationship with the customers in a better way.
Keep track of every contact you have in one place without any disturbance. In this way, you can prevent yourself from spending too much time.

Microsoft Outlook is quite different from other applications and has numerous aspects for its users. Here is a list of all the possible characteristics of Microsoft Outlook with QuickBooks is specified here.

Work Offline as there is no need for Internet
Clear relation of Inter-communication
Modified contacts
Shortcut Keys
Inbox clean-up tool that works automatically
Feature to track
Availability of customization in the calendar
The quick and smooth functioning of Email.
Great social connectivity.

What does Sync Outlook Contacts with QuickBooks mean?

Most people merge their Outlook with QuickBooks for email purposes. And if you also have the same thought, there is an urgent need to exist somewhere to sync your contacts. Besides the QuickBooks Integration Manager tool, QuickBooks Integration Manager tools can also let access to the QuickBooks Data after it merges. You can fetch the details like credit card information, contact details, and other necessary details about the customers.

Complete the process of Sync Outlooks Contacts easily as the procedure is convenient. You don’t need to manually add contacts when you sync your Outlook with QuickBooks. If you sync your Outlook with QuickBooks, then it is a smart move that you check the contacts for once. In case you want to know more, please review the article once.

Procedure to Sync Outlook Contacts with QuickBooks Desktop

If you feel the need to sync your contacts with QuickBooks Desktop, then you are at the right place and time. As we know, the procedure to sync Outlook contacts is very easy, as everyone can implement it. But before starting the procedure, you all have to know that merging Outlook Contacts isn’t possible if you have Microsoft Outlook 2010.

1. Get or download QuickBooks contact Sync Tool

Downloading this tool is easy and simple. And to increase these aspects, we are stating the steps for the same in detail. Execute these steps:

Download the QuickBooks Sync tool from the official website of Intuit.
To confirm and register the tool, you must enter your email address.
Sit back and relax for the pop-up that will come on your screen of the downloaded file. If the pop-up didn’t come up, reach your system’s ” Downloads ” and try to spot ContactSyncSetup.exe.file.

2. Start the Installation of the QuickBooks Contact Sync Tool to merge Outlook with QuickBooks

Cancel or close all the open tabs of any random company file along with the application of QuickBooks Desktop.
After this, you need to take your cursor to the Contact Sync Setup file and have to double-click on it.

A new option will pop up, and all you need to do now is click on Next repeatedly.
The License Agreement page is the new thing on your screen, and you must click Next.
Choose the location in your system where you want to install this tool and proceed further by clicking on Next.
The “Install” button is the next stop where you need to stop your pointer from clicking on it to proceed with the process.
Once you get finished with the installation, make sure that the tool has given the right to fetch the customer and user data from QuickBooks.

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3. Commence the process of Synchronising the contacts

This procedure goes ahead after opening both QuickBooks and Outlook together.
Form a backup of all of the QuickBooks files and Outlook contacts.
Reach the option of Synchronizing contacts in Outlook and click on it.
Now, do as the prompts appear on the screen and map your contacts.
Select “Allow this application to read and modify this company file”.
Now, to save all the changes you made, press “OK”.

Conclusion

Going through this article, you will understand and feel that synchronizing MS Outlook contacts with QuickBooks Desktop has multiple features. It will save you a lot of time and can increase your productivity. Through this, you can also manage your customer relationship. You can implement the directions in this write-up to settle the query, i.e., how to connect Outlook with QuickBooks. If you don’t understand anything or have any questions, you can contact BizBooksAdvice experts at +1-866-408-0444 without hassle.

About The Author

Jonathan Browns

Jonathan Brown is a trained QuickBooks professional with 10 years of experience in the accounting sector. Moreover, he is passionate about helping businesses reduce the stress of managing accounts. Also, he is proficient in assisting entrepreneurs and small business owners to use QuickBooks and enhance their accounting experience.

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