How to connect Legrand CRM with QuickBooks
NOTE: The requirements to integrate Legrand CRM with QuickBooks include: Configure Accounting Link Click the icon in the top left...
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QuickBooks Integration
How-to articles for QuickBooks integration.
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How to specify Data Transfer Rules for QuickBooks Integration
Go to the administration panel and click on Accounting > Edit Transfer Rules to define the transfer rules. Customer Name... -
How to import QuickBooks Customers and Suppliers into Legrand CRM
Go to the administration settings and select Accounting > Import Accounts. Use the filter to show Customers or Suppliers. Click the checkbox to... -
How to import Products & Services from QuickBooks into Legrand CRM
You can import product and service definitions from QuickBooks into Legrand CRM to create quotes and generate sales orders. Import... -
How to import QuickBooks Sales Transactions into Legrand CRM
Import Sales Transactions Go to the administration settings and click Accounting > Import Sales Transactions. Select the first option to import...
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