Click the icon in the top left to open the administration settings and select Accounting > Configure Accounting Link.
NOTE: The requirements to integrate Legrand CRM with QuickBooks include:
- Legrand CRM v6.5 and higher.
- QuickBooks Premier or Enterprise versions 2012 and higher.
Select QuickBooks (US, UK AU/NZ, Canada), click the blue folder to define the QuickBooks path file location and save.
Locating QuickBooks data file
If multiple team members use QuickBooks, the QuickBooks data file location would typically be on your file server. Navigate the network to locate your QuickBooks data file. The file location is defined using a UNC path such as \\server name\share name\folder path\file name format.
The QuickBooks data file location may instead use a drive letter if a mapped network drive is available (and that’s often the source of problems, so it’s non-preferred).