Synchronize ERP Defaults from QuickBooks To Sage CRM
Last updated
Was this helpful?
Last updated
Was this helpful?
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
