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.
What information is added from Contacts?
To add a contact from the Contacts app:
- In QuickBooks, if it is not already on, turn on Contact Sync. (Company > Contact Sync Settings)
- 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.
- Open Contacts and select the contact(s) you want to add to a list.
- 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.
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.