{"id":52481,"date":"2023-12-13T15:33:02","date_gmt":"2023-12-13T23:33:02","guid":{"rendered":"https:\/\/cirahub.com\/?p=52481"},"modified":"2024-04-17T08:32:29","modified_gmt":"2024-04-17T16:32:29","slug":"how-to-two-way-sync-quickbooks-and-o365-public-folder-contacts","status":"publish","type":"post","link":"https:\/\/cirahub.com\/fr\/support\/how-to-two-way-sync-quickbooks-and-o365-public-folder-contacts\/","title":{"rendered":"How to Two-Way Sync Quickbooks and O365 Public Folder Contacts"},"content":{"rendered":"<p>QuickBooks offers a plethora of benefits for businesses. Its user-friendly design, affordability, and advanced features make it a valuable tool for efficient financial management. By adopting QuickBooks, businesses can streamline their financial operations, making them more efficient and informed in their decision-making processes.<\/p>\n<p>Two-way contact sync between QuickBooks and O365 Public folder contacts ensures that both systems have the most up-to-date contact information. Whenever a change is made in one platform, it automatically updates the other, reducing the chances of errors from outdated or mismatched information.<\/p>\n<h2>Steps to Two-Way Sync Quickbooks and O365 Public Folder Contacts<\/h2>\n<p>1. Log into CiraHub. You will be taken to the onboarding wizard.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/08\/Log-in-to-CiraHub-and-select-contacts-as-the-object-to-sync.jpg\" alt=\"Log in to CiraHub and select contacts as the object to sync\" \/><\/p>\n<p>2. Next, you\u2019ll need to choose the type of object you want to sync. Select \u201cContacts.\u201d<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-52508\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-Contacts-object-1024x642.png\" alt=\"Select the Contacts object\" width=\"1024\" height=\"642\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-Contacts-object-1024x642.png 1024w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-Contacts-object-980x614.png 980w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-Contacts-object-480x301.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>3. To start your Hub and Spoke setup, click \u201cCRM\u201d as the source type of your contact spoke, then select \u201cQuickbooks\u201d from the list of CRMs and click NEXT.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg\" alt=\"Select Crms as the source type of your contact spoke\" \/><\/p>\n<p>4. Click \u201cSign in with QuickBooks\u201d and enter your company&rsquo;s name, then click \u201cCreate Company\u201d to connect with the CiraHub Connector.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-52516\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Connect-CiraHub-to-QuickBooks-1024x698.png\" alt=\"Connect CiraHub to QuickBooks\" width=\"1024\" height=\"698\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Connect-CiraHub-to-QuickBooks-1024x698.png 1024w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Connect-CiraHub-to-QuickBooks-980x668.png 980w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Connect-CiraHub-to-QuickBooks-480x327.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>5. Enter a name for your current spoke and click \u201cCREATE.\u201d<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-52520\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Name-your-spoke-1024x709.png\" alt=\"Name your spoke\" width=\"1024\" height=\"709\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Name-your-spoke-1024x709.png 1024w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Name-your-spoke-980x678.png 980w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Name-your-spoke-480x332.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>6. On the CiraHub dashboard, click \u201c+ Spoke\u201d to add a new spoke and select Office 365 In my tenant, then Public Folder.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-52524\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-source-type-of-your-contact-spoke-1024x706.png\" alt=\"Select the source type of your contact spoke\" width=\"1024\" height=\"706\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-source-type-of-your-contact-spoke-1024x706.png 1024w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-source-type-of-your-contact-spoke-980x675.png 980w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-source-type-of-your-contact-spoke-480x331.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>7. Select the Public folder contacts you want to sync and click NEXT.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-52528\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-Public-Folder-you-want-to-sync-1024x701.png\" alt=\"Select the Public Folder you want to sync\" width=\"1024\" height=\"701\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-Public-Folder-you-want-to-sync-1024x701.png 1024w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-Public-Folder-you-want-to-sync-980x671.png 980w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Select-the-Public-Folder-you-want-to-sync-480x329.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>8. Enter a name for your current spoke and click CREATE.<\/p>\n<p>9. On the CiraHub dashboard, right-click on each spoke and click \u201cSync Options,\u201d then tick the box \u201cAllow Hub to create and sync items in this spoke,\u201d then click SAVE.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-52532\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Allow-the-Hub-to-create-and-sync-items-in-the-spoke-1024x706.png\" alt=\"Allow the Hub to create and sync items in the spoke\" width=\"1024\" height=\"706\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Allow-the-Hub-to-create-and-sync-items-in-the-spoke-1024x706.png 1024w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Allow-the-Hub-to-create-and-sync-items-in-the-spoke-980x675.png 980w, https:\/\/cirahub.com\/wp-content\/uploads\/2023\/12\/Allow-the-Hub-to-create-and-sync-items-in-the-spoke-480x331.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p><b>Note:<\/b> This will enable you to <a href=\"https:\/\/cirahub.com\/two-way-contact-sync\/\">two-way sync contacts<\/a> from the endpoint to the hub database and back. Select Categorize Data in Spoke if you would like to filter out which items you would like to sync.<\/p>\n<p>10. Click \u201cSync now\u201d to enable <a href=\"https:\/\/cirahub.com\/blog\/what-is-two-way-sync\/\">two-way contact sync<\/a> between Quickbooks and O365 Public Folder spokes.<\/p>\n<p>There you have it! Get started syncing QuickBooks and Public Folder contacts on CiraHub today! <a href=\"https:\/\/cirahub.com\/two-way-contact-sync\/\">Two-way contact sync<\/a> enhances data integrity, operational efficiency, and collaboration in organizations, leading to better decision-making and improved overall performance.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>QuickBooks offers a plethora of benefits for businesses. Its user-friendly design, affordability, and advanced features make it a valuable tool for efficient financial management. By adopting QuickBooks, businesses can streamline their financial operations, making them more efficient and informed in their decision-making processes. Two-way contact sync between QuickBooks and O365 Public folder contacts ensures that [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[17,20],"tags":[71,76,345],"ppma_author":[373],"class_list":["post-52481","post","type-post","status-publish","format-standard","hentry","category-support","category-contact-sync","tag-contact-sync","tag-public-folder","tag-quickbooks"],"authors":[{"term_id":373,"user_id":10,"is_guest":0,"slug":"ikimi","display_name":"iog@ciraapps.com","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/a53a3bfa22a6e4ed6682d08e5c634e2c20be9dfba3e712a07cdbd26d90d24e78?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/52481","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/comments?post=52481"}],"version-history":[{"count":3,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/52481\/revisions"}],"predecessor-version":[{"id":55028,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/52481\/revisions\/55028"}],"wp:attachment":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/media?parent=52481"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/categories?post=52481"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/tags?post=52481"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/ppma_author?post=52481"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}