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’.
![](http://onpremisekb.onpressidium.com/wp-content/uploads/2022/07/Create-customer-in-QuickBooks.png)
Select a salesperson and click ‘CREATE’.
![](http://onpremisekb.onpressidium.com/wp-content/uploads/2022/08/Create-QuickBooks-Customer.jpg)
After creating the customer in QuickBooks, you can see the customer’s accounting code, accounting ID, sales, receivables and notes in Legrand CRM.
![](http://onpremisekb.onpressidium.com/wp-content/uploads/2022/07/QuickBooks-customer.png)