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How to Sync Customers with QuickBooks?

It is relatively easier to import and export your customers between QuickBooks and ReachOut.

Exporting to QuickBooks

  • Go to the Customers module located on the left sidebar.
  • Once opened, navigate to – Import & Export > Export > Export to QuickBooks (Select customers individually or include all by checking the boxes near it.)

Importing from QuickBooks

  • You can securely import customer details from QuickBooks by clicking on Import & Export > Import > Import QuickBooks

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