Hey guys! Here's a quick video that shows you exactly how to import your customers from QuickBooks into SynkedUP. This article assumes you've already connected your QuickBooks account to SynkedUP. If you haven't, here is how you do it.
Step by Step:
Step 1:
Click on Clients & Properties in the main sidebar. Then click on Import Customers at the top of the customer list.
Step 2:
This generates a popup with a list of all the customers in your QuickBooks Online that are not yet in SynkedUP. Click on Select all Items, then click on Import Selected.
This produces another popup that tells you whether the import failed or succeeded for each Customer.
That's all!
If you have any questions, drop us a line in the blue chatbox. We'll be happy to help!