After connecting QuickBooks to MinuteDock, your QuickBooks Customers will automatically sync as MinuteDock Contacts. This guide covers managing the ongoing sync process and resolving any duplicate MinuteDock Contacts.
Understanding QuickBooks Customer Sync
Once your QuickBooks integration is active, MinuteDock automatically imports your QuickBooks Customers as MinuteDock Contacts.
You can identify synced MinuteDock Contacts by the QuickBooks icon that appears next to them in the Contacts tab.
⚡ Important: QuickBooks controls the sync direction - changes made to QuickBooks Customers will update MinuteDock Contacts, but changes made to MinuteDock Contacts will not affect your QuickBooks Customers.
💡 Best Practice: Add new Customers or edit existing Customers in QuickBooks first, then run a manual sync to update your MinuteDock Contacts. This prevents duplicate MinuteDock Contacts from appearing.
Run a Manual Sync with QuickBooks
To manually sync your QuickBooks Customers with MinuteDock Contacts:
Update Customers in QuickBooks - Make any changes to your QuickBooks Customers first.
Access integration settings - Click the QuickBooks button in the top-right navigation bar. (In MinuteDock)
Start the sync - Click the sync now button on the integration settings screen.
Confirm success - Wait for the page to reload. The sync is successful when "last synced" shows "less than a minute ago".
Verify changes - Check your Contacts tab to confirm updates.
✅ Success! New MinuteDock Contacts will be created for QuickBooks Customers, and existing synced MinuteDock Contacts will update to match their QuickBooks Customer counterparts.
Managing Duplicate Contacts
If you created MinuteDock Contacts manually before connecting QuickBooks, you may have duplicates - one synced with QuickBooks and one not synced.
Merging Duplicate Contacts
Go to Contacts - Click the Contacts tab in MinuteDock.
Find duplicates - Use the search bar to locate duplicate MinuteDock Contacts. Prioritize merging MinuteDock Contacts that are not synced with QuickBooks.
Delete the duplicate - Click the red × icon next to the MinuteDock Contact you want to remove.
Choose merge option - If the MinuteDock Contact has Time Entries, you'll be prompted to merge rather than delete.
Select target Contact - Choose the QuickBooks-synced MinuteDock Contact as your merge target.
Complete merge - All Time Entries from the deleted MinuteDock Contact will transfer to the MinuteDock Contact you're keeping
ℹ️ Note: MinuteDock Contacts without Time Entries will be deleted immediately. MinuteDock Contacts with Time Entries will always prompt you to merge, ensuring no Time Entries are lost.