Prerequisites
You need to enter some required information on the record in CRM before you can transfer it into QuickBooks:
- Company or Individual name
- Street address and Post Code
- Phone and E-mail address
In the case of Companies, you also need to create an Invoicing Address on the Contacts & Addresses tab
Creating the new account in QuickBooks
- In CRM, go to Contacts and create a new contact (or select an existing one) that matches the requirements above.
- Click the Sales and Purchases tab
- Click the Link to QuickBooks button, the Link to QuickBooks Window will appear
- In the Action drop-down, select Create New QuickBooks Account
- Click the Link to QuickBooks button and CRM will create the new QuickBooks account
- Once complete, the new customer’s QuickBooks details will be shown on the Sales and Purchases tab
Now that this customer is created in QuickBooks, you can start creating Invoices against it