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Add a contact from Contacts

You can add a contact from Apple's Contacts app to any contact list in QuickBooks by dragging and dropping the name from Contacts to the list.

video Watch Contact Sync in action.

What information is added from Contacts?

To add a contact from the Contacts app:

  1. In QuickBooks, if it is not already on, turn on Contact Sync. (Company > Contact Sync Settings)
  2. In QuickBooks open the list or center where you want to add the contact. For example, if you want to add a contact as a customer, open the Customer Center.
  3. Open Contacts and select the contact(s) you want to add to a list.
  4. In Contacts, drag and drop the selected contacts to the list in QuickBooks. As you drag the contact to the list, you'll see card icon with a green plus.
    Add from Contacts app

    If Contact Sync is on, the contact is automatically synced with the Contacts app.

Note: If you are adding a name to the Employees list that already exists, the green plus does not appear and QuickBooks does not add the duplicate name.