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 MYOB EXO’.
Use the drop-down fields to select a Primary Group, Secondary Group and Sales Person. Click ‘CREATE’ to create a customer record in MYOB EXO.
After creating the customer in MYOB EXO, you can see the customer’s accounting code, accounting ID, sales, receivables and notes in Legrand CRM.
