Accounting Summary Go to the Companies module and select a company. Users with permission should be able to access the ‘Accounting’ tab. The accounting summary shows the customer’s account code, accounting ID, account type, sales statistics, receivables and notes from Sybiz SQL. Enable Live Access If you have ‘Live Access’ enabled, Legrand CRM will…
Go to the Companies module to select a company record and click the ‘Accounting’ tab. In the accounting panel, select the drop-down menu and click ‘Create new Customer account in Sybiz SQL’. Use the drop-down field to select a Customer Group, Term and Sales Person then click ‘CREATE’. After creating the…
Go to the Companies module and select the company record. In the ‘Accounting’ panel, click on the drop-down menu and select ‘Clear Link to QuickBooks’. If you decide to change or remove the entire accounting link, go to the administration settings and select Accounting > ConfigureQuickBooks (US, UK, AU/NZ, Canada) Link. Select ‘None’ and…
User Accounts, Roles & Permissions A ‘User Account’ refers to the account you use to login into Legrand CRM. A ‘User Role’ contains ‘User Permissions’ that allow you to perform specific functions and access information. Administrators in Legrand CRM can control who has access to accounting information by assigning user…
Prerequisites Before you convert a Legrand CRM Quote into a QuickBooks Sales Order or Estimate, ensure that: The Company in Legrand CRM exists as a Customer in QuickBooks. The accounting link between Legrand CRM and QuickBooks is active. The Company in Legrand CRM has a Primary Contact. Convert to Sales…
QuickBooks Accounting Summary Go to the Companies module and select a company. Users with permission should be able to access the ‘Accounting’ tab. The accounting summary shows the customer’s account code, accounting ID, account type, groups, sales statistics, receivables and notes from QuickBooks. Enable Live Access If you have ‘Live Access’ enabled,…
When you link a Legrand CRM Company to a QuickBooks account, you can easily send any contact changes and new contacts to QuickBooks. Once you edit or add new contacts to a company, go to the ‘Accounting’ tab in the company record. Click on the drop-down menu and select ‘Send…
If you have separate records in Legrand CRM and QuickBooks for the same customer, you can link the two records in Legrand CRM. Go to the Companies module in Legrand CRM to select the company. In the ‘Accounting’ tab, click on the drop-down menu and select ‘Link to existing QuickBooks account’….
NOTE: Legrand CRM requires QuickBooks to be running on your desktop computer. In addition, to create a customer account in QuickBooks, the company record in Legrand CRM needs to have a primary contact. Go to the Companies module to select a company record and click the ‘Accounting’ tab. In the…
Import Sales Transactions Go to the administration settings and click Accounting > Import Sales Transactions. Select the first option to import transactions since the specified date or select the second option to import transactions for a specific date range. Click ‘NEXT’ to confirm and exit once the import is complete. View QuickBooks…