1. Home
  2. Accounting Integrations
  3. QuickBooks Integration
  4. How to retrieve a financial summary for a QuickBooks Customer in Legrand CRM

How to retrieve a financial summary for a QuickBooks Customer in Legrand CRM

QuickBooks Accounting Summary

Go to the Companies module and select a company. Users with permission should be able to access the ‘Accounting’ tab. The accounting summary shows the customer’s account code, accounting ID, account type, groups, sales statistics, receivables and notes from QuickBooks.

Enable Live Access

If you have ‘Live Access’ enabled, Legrand CRM will automatically retrieve updates from QuickBooks when you click the Accounting tab.

If you are an administrator in Legrand CRM, go to the administration settings and select Users > Manage Roles to enable live access.

Select the user account’s role and click ‘Change Role Permissions’.

NOTE: If you add a new role and set up the permissions, ensure that you assign user account(s) to the role afterwards.

Scroll down to the permission category ‘Accounting Link’ and tick the box for ‘Live Access Enabled‘.

User Permissions

NOTE: Changes to user permissions will not take effect until the next login.

Go to our guide here to learn more about controlling access to accounting information.

Retrieve the latest financials from QuickBooks

User accounts that do not have live access enabled can still retrieve financial updates from QuickBooks. Click on the drop-down menu in the ‘Accounting’ panel and select ‘Get latest financials from QuickBooks’.

Updated on 29 August 2022
Was this article helpful?

Related Articles