To synchronize agents with QuickBooks, go to Setup → Accounts.




Bulk Synchronize Accounts:

You can synchronize multiple agents at once:

  1. Use 'Add Filter' to narrow the results if needed.
  2. Click Actions.
  3. Select Synchronize to QuickBooks.


You will receive an email when all the agents are done being synchronized.



Synchronize an Individual Account:

You can also synchronize users individually.

  1. Click on the Account Name.
  2. Click Actions.
  3. Select Synchronize to QuickBooks.


They synchronization will begin immediately, and you will not receive an email notification.