Synchronize customers from Sage CRM to QuickBooks:

This process syncs Sage CRM customers to QuickBooks. Note: The user used for creating Customers in Sage CRM must be different from the user used in the GUMU™ Configuration.

Sage CRM: Navigation: Click ‘+’ > Company

GUMU™ Cloud Portal: Sync Customers From Sage CRM to QuickBooks

QuickBooks: Navigation: Customers > Customer center

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