> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-sage-crm-quickbooks-integration/process/quickbooks-to-sage-crm/synchronize-erp-defaults-from-quickbooks-to-sage-crm.md).

# Synchronize ERP Defaults from QuickBooks To Sage CRM

QuickBooks ERP Defaults such as Customer Type List, Terms code, Ship via, Sales tax code and Price List code is synced to Sage CRM.&#x20;

QuickBooks: \
Navigation: Lists > Customers & vendors profile list > Customer Type List

![](/files/-Mahv7P1Dx5RzCgqFyB0)

Navigation: Lists > Customers & vendors profile list > Terms List

![](/files/-Mahv97EWs9z6QPCCD41)

Navigation: Lists > Customers & vendors profile list > Ship Via List

![](/files/-MahvIayd2GPE6Ud6LTd)

Navigation: Lists > Customers & vendors profile list > Sales Tax Code List

![](/files/-MahvMBILUdQXRahve_-)

Navigation: Lists > Price Level List

![](/files/-MahvO9ioq10zFSNRfV3)

GUMU™ Cloud Portal:\
Sync ERP Defaults from QuickBooks to Sage CRM

![](/files/YouEa9OUBjQQnkbkN5np)
