1. Now that your QuickBooks account is connected, click on Synchronize Data
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2. Select the type of record(s) you wish to synchronize. By default, all records will be marked for synchronization. Click Next to continue.
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3. Choose a synchronization option. By default, Synchronize All Records will be selected. Click Next to continue.
Note: you can synchronize all records, only export data to QuickBooks from ServiceDeck, or only import data from QuickBooks to ServiceDeck.

4. A summary of records that will be synchronized between the two platforms will be displayed.
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5. Click on Synchronize to finalize the syntonization process.
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6. A confirmation message will appear. Click Close to continue.
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7. During the synchronization process, a progress bar will be present.
Note: you can use the application during the synchronization process.
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8. Once synchronization is completed, a detailed report of your last synchronization progress will be available.
Depending on the synchronization settings, your QuickBooks records will be available in ServiceDeck and vice-versa.
