*If you are syncing your contacts for the first time, follow these directions. If you are re-syncing your contacts, start at step 6.
Select “Customers” from the Account Menu.
2. Select “Import” button on the left customer menu.
3. Select “Connect” from the QuickBooks® Online connection list.
4. AcreConnect™ will redirect you to sign-in to your QuickBooks® Online account.
5. After authentication, you will be redirected back to the AcreConnect™ Connections page.
6. Select “Sync Now” to initiate syncing your QuickBooks® Online customers with your AcreConnect™ customer list.
7. Select “Import Customers” from the confirmation pop up.
8. When the sync is complete you will see the “QuickBooks® customer synced successfully” message in the top right corner of your screen.
9. To view the list of synced customers, select “Customers” from the Account Menu.
10. Your list of customers will appear on the left side bar.
IMPORTANT NOTES:
Customer information synced from QuickBooks® cannot be modified in AcreConnect™. To make a change to the customer information, log into QuickBooks® Online and update necessary customer information. Once updated, resync using the steps above.
AcreConnect™ cannot automatically update changes made to QuickBooks® Customers. Any new customers added or updated will require a resync in AcreConnect™. To re-sync, please go back to step 6 in this article.