If you have separate records in Legrand CRM and QuickBooks for the same customer, you can link the two records in Legrand CRM.
Go to the Companies module in Legrand CRM to select the company. In the ‘Accounting’ tab, click on the drop-down menu and select ‘Link to existing QuickBooks account’.
Select the QuickBooks account type. (i.e. Customer or Vendor). The list below provides a record of all the QuickBooks accounts that have not been imported or linked to Legrand CRM. Select the QuickBooks account and click ‘SAVE’.
The icon in the accounting tab indicates that the Legrand CRM Company successfully links to the QuickBooks account.
