How do I sync my QuickBooks Vendors and Customers with SAFE?
Note: In order to use this solution QuickBooks, Cabinet Books, and Cabinet SAFE must first be installed and properly configured.
1. Log into Cabinet Books.
2. Open the Company by selecting it from the "Co. Setup" drop-down list.
3. From the Cabinet Books Toolbar, select the "Company Setup" menu.
4. Select “Maintenance” and then click “Reset Last Vendor Sync” and "Reset Last Customer Sync" from the submenu.
5. Return to the Toolbar and select the “QuickBooks Entry." Click “Sync Vendors Cabinet with QB."
A message at the bottom left corner of the window indicates the sync status. “Done Syncing” is displayed when the sync is complete.
6. Repeat step 5 for Customers Cabinet.
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