Client and Vendor Contact Information

CLIENT AND VENDOR CONTACT INFORMATION

Within CurrentTrack, every Client has a Spec Sheet that contains their Corporate Address and Primary, Secondary, Billing, and Delivery contact details. Vendor profiles reflect an Address and details for Contacts 1-3. Similar information appears within QuickBooks. When syncing financial data via the Connector, if corresponding Client and Vendor contact information has not been entered in Quickbooks, the details within CurrentTrack will be carried over. If data does exist within QuickBooks, the details within CurrentTrack will simply be ignored by the Connector.

After CTTIME, CTEXPENSE and CTMEDIA have been added, and you’ve entered Client and Vendor contact information, download the QuickBooks Connector.

CLIENT AND VENDOR CONTACT INFORMATION

Within CurrentTrack, every Client has a Spec Sheet that contains their Corporate Address and Primary, Secondary, Billing, and Delivery contact details. Vendor profiles reflect an Address and details for Contacts 1-3. Similar information appears within QuickBooks. When syncing financial data via the Connector, if corresponding Client and Vendor contact information has not been entered in Quickbooks, the details within CurrentTrack will be carried over. If data does exist within QuickBooks, the details within CurrentTrack will simply be ignored by the Connector.

After CTTIME, CTEXPENSE and CTMEDIA have been added, and you’ve entered Client and Vendor contact information, download the QuickBooks Connector.

Close Menu