Import Sales Transactions
Go to the administration settings and click Accounting > Import Sales Transactions.
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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.
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View QuickBooks Sales Transactions in Legrand CRM
Once the import is complete, go to the company record in Legrand CRM and select the ‘Transactions’ tab. You can also right-click the transaction and select ‘View’ to open the invoice.
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Import Sales Transactions for a selected Company
Go to the Companies module and select a company. In the ‘Accounting’ tab, click on the drop-down menu and select ‘Import Sales Transactions from QuickBooks’.
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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.
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