Before Importing from QuickBooks

QuickBooks customers and Commit Accounts can be synced so that your contact information is unified between the two applications.

If you have already created Accounts in Commit, it is important to prevent the creation of duplicate contact records in the two programs. To prevent duplicate records, you need to create a link between matching records in QuickBooks and Commit.

Commit Accounts and QuickBooks customers can be linked in the Commit Accounts windows. To link the records, select a Commit Account you would like to link, and then search for the QuickBooks Customer which you would like to link to. Confirm the link, and the records will be linked from this point on.
 
Note: When working with both Commit and QuickBooks, you may need to sync Accounts from both systems. In this case, you should read the How to set up Commit to sync with both Outlook® and QuickBooks® section.