Syncing Customers with QuickBooks
In ReachOut, you have the option to import and export customers from your QuickBooks account.
Importing Customers
- Navigate to the CRM module and select Customers.
- Click on Import & Export > Import > Import QuickBooks.
- Import customer data as CSV (comma-separated values) files from your device. Click Upload to start importing data.
- You can bulk import multiple locations for added customers by clicking on Import & Export > Import > Locations to existing customers.
Exporting Customers
- In the Customers module, click Import & Export > Export.
- Select Export to QuickBooks to start exporting your customers.
