Overview
Once you have connected your SmartDocs 360 account with QuickBooks, you can add new Contacts in QuickBooks through SmartDocs 360. Syncing SmartDocs 360's contacts with QuickBooks will create the same contact in QuickBooks, simplifying the process of publishing documents into QuickBooks.
Instructions
| 1. Select an Entity from the Entities screen |
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| 2. From the Main Toolbar, go to Contacts |
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| 3. Select Add Contact, then select either Supplier or Customer |
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| 4. Once the Contact has been created, select Sync Contacts from the Contacts screen |
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Contact Details
Enter the details of the Contact into the relevant fields. Once completed, select Save.
Please ensure that the Sync this contact to QuickBooks toggle is turned on to enable the QuickBooks syncing feature.