How to Link Multiple Contacts to QuickBooks
There are two ways to link a contact in Eleo to QuickBooks.
This document will provide instructions for linking multiple contacts. To see how to link an individual contact, please see the ‘How to Link an Individual Contact to QuickBooks’ guide.
1. Go to QuickBooks > Link Contacts.
2. Select the contacts that you would like to link to QuickBooks. You may modify any of the following to narrow down the records that you would like to include. Please note: Eleo suggests filtering your contacts in increments of 1,000 or less to allow for review in #3, which is Step 2 of the wizard.
a) Uncheck boxes of exclusions. NOTE: The 2nd exclusion refers to the ‘Exclude’ field on the contact record.
b) Set a date range based on a contact’s gift dates.
c) Add a filter.
Once you have made your selections, select ‘Continue’.
3. Select a contact and an action for each record.
Eleo Contact: lists the Eleo contact information in the database.
QB Customer: Will display ‘New Contact’ in red if this is will be a new QuickBooks contact. If the contact has already been sent to QuickBooks, it will list their name in QuickBooks in black. You may choose to clear the existing match, or search for a record in QuickBooks already to connect this contact to.
Action: Choose to Ignore this record, Sync to QuickBooks if they are already linked, or Add to QuickBooks if they are new.
Please note: If your list of contacts (or filtered contacts) does not display, Eleo recommends reviewing 1,000 contacts or less at a time by filtering in Step 1 of the wizard, which is #2 in this document, to avoid timing out.
If you choose the ‘Search’ link, you can type in the search box and locate the name of the record in QuickBooks that you would like to connect this contact to and click on it. If it turns out they are not in QuickBooks, then you can simply click on ‘Create New’ on the top, and it will add them as a new record.
4. Once you make all of your selections, scroll to the bottom of the page, and select ‘Continue’.
5. The number of new contacts to be created in QuickBooks and number of contacts to be updated in QuickBooks will be displayed. If it looks correct, select ‘Continue’.
6. You will see this box come up first.
7. The Processing page will refresh every few seconds and you can see the status will keep increasing until it is done or runs into an issue.
8. When it is done, it will say ‘Finished’ for the Status. There is a status column, which shows whether the contact was successfully created or any errors during the creation or updating of the records.
