Microsoft Outlook Integration with QuickBooks

Microsoft Outlook is a computer software program. Outlook offers several services such as email management, an address book, notebook, a web browser and a calendar where you organize future meetings and plan your schedule. It’s included in the Microsoft Office suite of programs along with Microsoft Word, Excel, and PowerPoint.

Microsoft Outlook is the most used email exchange Server, it is the most trusted exchange server worldwide. Let make the things clear Microsoft outlook is not only used as medium of email exchange but it also give services in regard to, the saving of contact, calendaring and task management functionality.  Companies can also now integrate outlook with many other Microsoft related and other online cloud and software like QuickBooks.

Main features of Microsoft Outlook are Following

Search: The Microsoft outlook had an Artificial intelligence and very systematic search system it is very easy to search for the required data. One click with search can find any email and contacts. This Feature is not confined only to emails it can also be used with other outlook programs including calendar and contact manager

Improved Connectivity: integration of Microsoft outlook with your personal computer and now mobile take the game at whole new level. Now user can enjoy many perk like received and sent emails, changing calendar and making notes without using computer really makes life easier for the user. Outlook sync with phone allow you to get alerts on phone as well.

Simple Organization: Because Outlook is not only email management system. User can decide future strategies by including dates directly from your emails. Or you can send anyone an email or text message as you are writing down a note in OneNote, Outlook’s note-taking program.

Connect with Others Easily: Microsoft Outlook Calendar permit you to share your calendar with others you want to. User may construct, edit and control an online Calendar for the important potential clients. User may also update and share subscription related notices and information in a click, sharing of information like contact list with anyone has never been as easy as outlook makes it.

It is very important to discuss Advantages and limitation of Microsoft Outlook, following are some of important point we focus on

Advantages

It’s the benchmark standard for email clients in the business world. Easy and simple to use-Graphic is simple imported and formatted. Template-Professional printing and publishing options.

Disadvantages

The task management stuff is very fundamental, and quite bulky to use. Major drawback is calendar doesn’t including the features of meeting which is very vital for every business

The lack of a tailor-made control-panel where user design its required elements of email, calendar, and task at one place is again very odd. The security features are very vital for the organization, talking about the outlook in particular it is not known for having very protective security features

How to Integrate Outlook with QuickBooks

Note: The following procedure is been take from (https://community.intuit.com/questions/1260412-quickbooks-desktop-contact-sync-for-microsoft-outlook)

Install QuickBooks Desktop Contact Sync for Microsoft Outlook

Download QuickBooks Desktop Contact Sync for Outlook

  1. Go to the download website .
  2. Enter a valid email address for registration.
  3. Click the Continue to Download button (This should give you a QuickBooksContactSync.exe).
  4. Save it on your computer.

Installation

  1. Close QuickBooks Desktop.
  2. Double click the QuickBooksContactSync.exe.
  3. Accept the license agreement and then click the Next.
  4. Select the installation location and then click the Next.
  5. Click Install

Quick Tip:

  • To access QuickBooks Desktop Contact Sync in Outlook, click QuickBooks and choose Contact Sync.
  • To start the sync from the File menu, choose Utilities and select Contact Sync.

Resolve Contact Sync errors

There may be issues preventing Outlook and QuickBooks Desktop from connecting properly. For example, someone may be editing a contact in QuickBooks Desktop while you’re trying to synchronize, or QuickBooks Desktop Contact Sync may detect a difference in the time and date of when contacts were last updated that has been caused by changing time zones

Note: In the case of an extremely large list of contacts, make sure you allow enough time for Contact Sync to perform the synchronization.

Wait a few minutes and try to synchronize again.
Verify that a contact is not being edited while you are trying to synchronize.
Restart both Outlook and QuickBooks Desktop and then retry the synchronization.
Restart the computer and retry the synchronization.
If this doesn’t solve the problem, you may need to delete the folders created by QuickBooks Desktop Contact Sync in Outlook and run another initial synchronization.

In Outlook, copy the company folders created by QuickBooks Desktop Contact Sync to another Outlook folder and then delete the contact folders that were created when you first synchronized.
Folder Name

YOUR_COMPANY_NAME-Customers
YOUR_COMPANY_NAME-Vendors

Synchronize with QuickBooks Desktop again and new folders will be created according to the preferences for the synchronization. The information from QuickBooks Desktop should now synchronize with Outlook.
If some contact information from the original Outlook folders didn’t synchronize, try copying those contacts into the newly created folders and resynchronize.

Why Integration is Useful?

The main satisfaction of using QuickBooks as your business accounting software is its compatibility with other many important software’s around, For example the most famous Microsoft Office suite of programs. If you want to import your Outlook contacts to or with your customers, jobs and dealers in QuickBooks, you can use the free QuickBooks Contact Sync tool that QuickBooks provides. So simply we can say these both software’s really backs each other very well. Very easy simple links can be attached to QuickBooks for accounting, improved communication between customers as emails and text messages are a click away.

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