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How to send Contact changes and new Contacts to QuickBooks

When you link a Legrand CRM Company to a QuickBooks account, you can easily send any contact changes and new contacts to QuickBooks.

Once you edit or add new contacts to a company, go to the ‘Accounting’ tab in the company record. Click on the drop-down menu and select ‘Send Contact changes and new Contacts to QuickBooks’.

Updated on 29 August 2022

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