Click the settings icon and select Accounting Link. NOTE: The QuickBooks Online Integration is only available for users on the Standard and Premium plan. Click here to find out more about…

A ‘QuickBooks’ module is available in the menu once you successfully connect Legrand Cloud CRM with QuickBooks Online. Go to the QuickBooks module and click ‘Sync Settings’ on the left sidebar. The…

Once you specify the sync settings, click ‘Sync Now’ on the left sidebar menu. The sync function imports customers from QuickBooks Online and their transactions into Legrand Cloud CRM. Depending on…

Go to the Contacts module to select a contact and click Link in QuickBooks. Enter the QuickBooks customer ID number and click OK. The customer ID number is the value…

Go to the Companies or Contacts module and select the accounting contact for the account. The accounting contact is the person who receives the invoices. In the ‘Actions’ list, click ‘Create…

The following instructions demonstrate how to edit a customer’s company and contact information in Legrand Cloud CRM and sync updates to QuickBooks Online. How to edit company information Go to…

Go to the Companies module to select a company linked to your QuickBooks Online account. Click on the ‘QuickBooks’ tab to show more information. The ‘Financial Summary’ shows the customer’s accounting…

Go to the ‘QuickBooks’ module in Legrand Cloud CRM. Select ‘Import Products Services’. A pop-up confirmation should appear once the process is complete. You can access the list of products and…

Go to the QuickBooks module and select ‘Import Employees’.  You can access employee records in Legrand Cloud CRM via the administration panel. Click on the Settings icon to open the administration…

Go to the ‘QuickBooks’ module. Select ‘Search & Import Vendors’. Enter the vendor’s company name in the search field. Select one or more vendors from the results list and click…

Click on the settings icon and select ‘Disconnect from QuickBooks’. Alternatively, you can remove the link between a selected Legrand CRM Company or Contact and the customer record in QuickBooks Online.…