Act! Link for QuickBooks Online - Help

Import QuickBooks - Online (QBO) contacts into ACT!

To import QBO contacts into ACT!:

1. Go to the detail view of the relevant contact and select the QuickBooks tab

2. Open (cick) the Settings icon to show the QBO settings page

3. Next to the Tools Menu, click on the Import QuickBooks customer button

ImportCust

4. Using the buttons you can choose to import all active QBO customers or selected QBO customers

 
ImportCustOptions
5. Enter the contacts first name and allow the search to run
 
6. From the list, select the contact you wish to Import then click on the Next button

ImportCustConfirm

7. To complete the customer import and link, click on the Import and Link button