Syncing Customers with QuickBooks

In ReachOut, you have the option to import and export customers from your QuickBooks account.  

Importing Customers 

  1. Navigate to the CRM module and select Customers
  2. Click on Import & Export > Import > Import QuickBooks.
  1. Import customer data as CSV (comma-separated values) files from your device. Click Upload to start importing data. 
  1. You can bulk import multiple locations for added customers by clicking on Import & Export > Import > Locations to existing customers

Exporting Customers 

  1. In the Customers module, click Import & Export > Export.
  2. Select Export to QuickBooks to start exporting your customers.

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