First, hit the Update QuickBooks icon.
Next, hit the QuickBooks Online Sync Menu. This will open up your web browser to the QuickBooks Online Sync website.
Here, we can choose the data we are updating. In this example, we are going to update the customer information so hit the Update Only Customers button. NOTE: The following steps are the same for each different table of information in QuickBooks. Sync on the QuickBooks Online Sync Menu first, then mirror the action on the QuickBooks Maintenance Menu on the desktop.
QuickBooks will show you a progress bar and also tell you when the sync is completed on their end.
After the data syncs on the QuickBooks Online Sync Menu, inside of The Service Program hit "Update Only Customers". NOTE: The following steps are the same for each different table of information in The Service Program. Sync on the QuickBooks Online Sync Menu first, then mirror the action on the QuickBooks Maintenance Menu on the desktop.
Hit "YES".
Hit "OK".
Once complete open up your Customer List in The Service Program by hitting the Customer Info icon and then choosing "Customer List".
This is how your Customer List looks in The Service Program; now that we have synced it with QuickBooks Online, you can see that they now contain the same data.
