What do you need help with?

EmailsAndSurveys allow you to synch your contacts from QuickBooks online.  The fields we synch are First Name, Last Name, Email, Phone number and Cell Phone and the address.

To import you QuickBooks Contacts just follow these 4 easy steps.

 

Step 1

Go to My CRM by clicking My CRM > Client Contact and click the up arrow icon

 

  

Step 2

Select QuickBooks Online and enter your Username and Password

 

 

Step 3

EmailsAndSurveys will only bring records that have an email address or cell phone.

 

 

Step 4

You can select/create the group you would like to import your contacts into

 

 

Step 5

And click submit.  Your records will be encrypted and tokenized in our database for your safety.