How to Sync Quickbooks Online with Google Contacts

When you are done creating a company file on QuickBooks and you want to add contact details of the people you do business with

Here are some of the steps you have to follow to add contacts in company file

Total Time: 11 minutes

  1. Step One

    Open QuickBooks

  2. Step Two

    Select the company file to which you want to add contacts and then click open from the top menu select the category of the contact you want to add.

  3. Step Three

    Then you have to select from the category customer to add a customer and you have to select the customer center in the drop down menu you will see option of adding a new customer and job tab.

  4. Step Four

    In the New customer window you will get three options where in you will fill Customer Name, opening balance and the date of the opening balance. On the same window selected you will have to add the Address, Company name, Mobile number and website and any other information you want to add.

  5. Step Five

    There is an Edit tab where you can make changes to the address mentioned on the same window and you will be given an option to copy the address if it is same for billing and shipping.

  6. Step Six

    Add Payment Information: You will see a payment settings tab just below the address where in you can add Account number, credit limit, Payment terms and you can select the preferred payment method from the drop down menu in payment terms.

  7. Step Seven

    Sales Tax Settings: You can fill the sales tax information which will be automatically calculated and there will be no manual work involved.

  8. Step Eight

    Additional Info: If there are any special notes which you want to keep for the customer you can add that in the window.

  9. Step Nine

    Job info: You can add description about the work which the customer is doing for you like Job Description, Job type, Job status, end date etc

Need Professional Help?

If you get stuck anywhere in the process, feel free to get in touch with SMBAccountants Team, Which is available 24/7.


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