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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 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 accounting panel, select the drop-down menu and click¬†‘Create new Customer account in QuickBooks’.

Select a salesperson and click ‘CREATE’.

After creating the customer in QuickBooks, you can see the customer’s accounting code, accounting ID, sales, receivables and notes in Legrand CRM.

Updated on 29 August 2022

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