AutoLink customers, vendors, or employees
If customers, vendors, or employees have been entered manually in both systems, they can be automatically linked if the names match exactly.
About linking customers, vendors, or employees automatically
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Auto Linking does not synchronize or update address or phone details. It only links customer, vendor, and employee records between the two systems.
Link customers and vendors automatically
- Go to Accounting Link and select the Contact Management tab.
- Select AutoLink Customers and Vendors in the AutoLink based on exact match section.
- In the dialog, select OK to link customers and vendors automatically.
Link employees automatically
- Go to Accounting Link and select the Contact Management tab.
- Select AutoLink Employees in the AutoLink based on exact match section.
- In the dialog, select OK to link employees automatically.
This process might take some time depending on the number of records in both systems.