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Update Email List from Quickbooks

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Update Email List from Quickbooks

I need to update my current Quickbooks email customer list, is there a way I can simply "update" or do I need to totally delete the current list and add it all new? Thanks

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Re: Update Email List from Quickbooks

Hi @MatthewW3694 

 

Although you were able to speak with our phone support about this, I wanted to make sure our response was shared here as well. The good news is you do not have to delete your contacts! If you are looking to update contact details, you do not have to delete your current list. Our system recognizes contacts by their email address and designed to avoid creating duplicates. This allows any updated details to also update in your account when your list is re-imported from QuickBooks. Here's a helpful article we you can sync your QuickBooks account so these contacts automatically update.


Frankie.P
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