How to create a Customer in QuickBooks from Legrand CRM
NOTE: Legrand CRM requires QuickBooks to be running on your desktop computer. In addition, to create a customer account in...
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QuickBooks Integration
How-to articles for QuickBooks integration.
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How to link a Legrand CRM Company to an existing Customer in QuickBooks
If you have separate records in Legrand CRM and QuickBooks for the same customer, you can link the two records... -
How to send Contact changes and new Contacts to QuickBooks
When you link a Legrand CRM Company to a QuickBooks account, you can easily send any contact changes and new... -
How to retrieve a financial summary for a QuickBooks Customer in Legrand CRM
QuickBooks Accounting Summary Go to the Companies module and select a company. Users with permission should be able to access... -
How to convert a Legrand CRM Quote into a QuickBooks Sales Order or Estimate
Prerequisites Before you convert a Legrand CRM Quote into a QuickBooks Sales Order or Estimate, ensure that: The Company in...
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