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