QuickBooks Contact-Database Integration

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QuickBooks Contact-Database Integration

This section will take you through the steps of integrating your QuickBooks contact database with QuoteWerks.

Setup

Select the Contacts -> Setup Contact Manager menu to choose your contact manager. Select the QuickBooks option:

 

 

For more information on QuickBooks integration, please see:

DataLink Setup

Pulling QuickBooks Contact Information into QuoteWerks