If you’re new to Synergy, you probably are using a dedicated accounting add-on like QBO or MYOB.
You can import your contacts from QBO or MYOB into Synergy in only a few clicks. We recommend to do this when you first start using the accounting function of Synergy.
Synergy will Sync to your accounting add-ons contacts list. All your company and individual contacts that aren’t in Synergy will show here. Suppliers are skipped by default. If you want to bring in the supplier to Synergy, select the checkbox next to the record.
- Open the contacts scheduled for import
- You can view the contacts, a page at a time by using the scroll icons – or more simply, just change the number of visible rows.
- Errors. You will see the skipped contacts in this section. Hover over the exclamation mark to see why the contact is an error. Most of the time, it is because, Synergy finds a duplicate record.
- You can view the skipped contacts, a page at a time by using the scroll icons – or more simply, just change the number of visible rows