QuickBooks for Mac 2014 User’s Guide 80
Contact Sync
Carry your QuickBooks contact lists (customers, vendors, employees, other names) wherever you go by
synchronizing with Address Book. Contact Sync syncs your contact information in QuickBooks with Apple's Address
Book and your mobile devices.
When you make changes in QuickBooks, Address Book, or your mobile devices, the change is synced between the
programs and devices. Once Contact Sync is set up, syncing is all automatic.
Note: Even though you may have used Contact Sync in a previous version of QuickBooks, be sure to turn on
Contact Sync again.
How do I use it?
To use Contact Sync, you first turn on Contact Sync and then you tell QuickBooks which contacts you want to sync.
To learn more about how Contact Sync works, be sure to read “Things to know.”
Step One—Turn on Contact Sync:
1 Choose Company > Contact Sync Settings.
2 Select Use Contact Sync and click Apply. QuickBooks creates a group in Address Book named
“QuickBooks:CompanyFileName.” All your contacts in the current company file will be organized in
this group.
Note: The first time you sync a company file with Address Book, QuickBooks will prompt you that it is making a
backup of your Address Book file before syncing. You can choose to cancel Contact Sync, skip the backup, or
continue with the backup and turning on Contact Sync.
Step Two—Sync your contacts:
1 After turning on Contact Sync, go to any list of names such as the
customer list in Customer Center.
2 Control-click one or more names and choose Sync With Address
Book.
Or, edit the name and click Sync at the bottom of the Edit window.
How do I sync all my contacts?
Select all or multiple names, then Control-click and choose Sync With Address
Book.
•
Command-A to select all names. No need to click; just press Command-A to select the entire list.
•
Shift-click to select a range of names. Select the first name you want, hold down the Shift key, and then
select the last name in the range.
•
Command-click to select a group of nonadjacent names. Select a name, hold down the Command key (
), and then select each additional name.
The Contact Sync icon ( ) appears next to the names that are now synced with Address Book.
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