For Contact Sync I have the following products that I would like to all sync. I can use Zapier if needed, but I doubt that is the case. I believe the order for connecting the products to avoid duplicates etc. is:
- Connect Lacerte Tax (I use IPM)
- Connect QBO (just QBO not time)
- Connect Ignition
- Stay away from Google Contact Sync unless that is just doable for the My Contacts section.
Just setting up now, so want to think twice and sync once:)