Address Book and QuickBooks: Syncing your contacts

In this video, watch how you can drag and drop your contacts from Address Book into QuickBooks. You can also set up Contact Sync so you can sync your contact information between Address Book and QuickBooks. Then anything else you sync with Address Book, like your iPhone and iPad, are synced with QuickBooks as well.

Contact Sync FAQs:

• Do I need Mobile Me to use Contact Sync? Nope. Just QuickBooks and Address Book.
• What contact information is synced between QuickBooks and Address Book? When you edit a contact in QuickBooks that you are syncing, any field shaded yellow is synchronized. If you don’t see any shaded fields, make sure that contact sync is turned on. (QuickBooks > Preferences > Contact Sync)
• If I delete a synced contact in Address Book, is it deleted in QuickBooks? No, the contact stays in QuickBooks so any transactions related to that contact are maintained. But the contact no longer syncs with Address Book and exists only in QuickBooks. You can also make the contact inactive in QuickBooks.
• What happens if there’s a conflict with a contact between Address Book and QuickBooks? Contact Sync will ask you whether you want to use the contact’s information that’s in Address Book or QuickBooks. When you choose one, both programs are updated with the information you chose.
• Can I sync contacts for multiple company files and keep the contacts separate? Yes. When you turn on Contact Sync for a company file, Address Book creates a separate group specifically for that company file.
• What happens to my Contact Sync settings when I move the company file to another computer? When you open the company file on the new computer, be sure to turn on Contact Sync (Company > Contact Sync Settings). That’s all you have to do. Contact Sync remembers which contacts you are syncing.
• I have multiple company files and want Contact Sync on for only one file. Can I do that? Yes. Contact Sync is set per company file. Turning it on for one company file does not affect another file.
• The group name in Address Book for my company file is really long. Can I change it? Yes. Changing the group name in Address Book does not affect syncing with QuickBooks.
• How are my contacts sorted in Address Book? Contacts in Address Book are sorted according to your Address Book preferences. To change them, open Address Book, choose Address Book > Preferences, and then click the General tab.
• Are contacts I create with QuickAdd synced? Yes, but you must first tell QuickBooks that you want to sync the contact. Because QuickAdd just creates the name, only the name is synced until you fill in all the contact information.
• Can I have sync multiple phone numbers for a customer? No. QuickBooks syncs only one phone number for contacts. You can add additional numbers in Address Book, but these numbers will not be synced with QuickBooks.