QuickBooks Online Integration

Click the settings icon and select Accounting Link. NOTE: The QuickBooks Online Integration is only available for users on the Standard...

A ‘QuickBooks’ module is available in the menu once you successfully connect Legrand Cloud CRM with QuickBooks Online. Go to...

Once you specify the sync settings, click ‘Sync Now’ on the left sidebar menu. The sync function imports customers from QuickBooks...

Go to the Contacts module to select a contact and click Link in QuickBooks. Enter the QuickBooks customer ID number...

Go to the Companies or Contacts module and select the accounting contact for the account. The accounting contact is the...

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

Go to the Companies module to select a company linked to your QuickBooks Online account. Click on the ‘QuickBooks’ tab to...

Go to the ‘QuickBooks’ module in Legrand Cloud CRM. Select ‘Import Products Services’. A pop-up confirmation should appear once the process...

Go to the QuickBooks module and select ‘Import Employees’.  You can access employee records in Legrand Cloud CRM via the administration...

Go to the ‘QuickBooks’ module. Select ‘Search & Import Vendors’. Enter the vendor’s company name in the search field. Select...

Click on the settings icon and select ‘Disconnect from QuickBooks’. Alternatively, you can remove the link between a selected Legrand CRM...