QuickBooks ERP Defaults such as Customer Type List, Terms code, Ship via, Sales tax code and Price List code is synced to Sage CRM.
QuickBooks: Navigation: Lists > Customers & vendors profile list > Customer Type List
Navigation: Lists > Customers & vendors profile list > Terms List
Navigation: Lists > Customers & vendors profile list > Ship Via List
Navigation: Lists > Customers & vendors profile list > Sales Tax Code List
Navigation: Lists > Price Level List
GUMU™ Cloud Portal: Sync ERP Defaults from QuickBooks to Sage CRM
Last updated 4 years ago
