AccountingLink for QuickBooks Online - Contact Management Tab Functions

View Exported

The exported views can also be used to unlink companies and employees.

• Customers
• Vendors
• Employees

Manually Link

Use the options below if customers, vendors or employees have been manually entered in both systems and need to be linked.

• Customers and Vendors
• Employees

AutoLink Based On Exact Name Match

AutoLink will only link customers, vendors or employees if names match in both systems. It will not affect existing linked records nor will it update address or phone information.

• Customers and Vendors
• Employees

Export to QB Online

The Sync function shown in the Sync Tab will also export new customers and vendors that have not been linked.

• Customers and Vendors
• Employees

Import from QB Online

Import options shown below are especially practical when implementing Sage Construction Management.

Selected:

• Selected Customers
• Selected Vendors
• Selected Employees

All Active:

• All Active Vendors
• All Active Employees

Sync Address and Phone Information

• Customers and Vendors
• Employees