NEW FEATURE! CRM - Import Customers + Jobs from Quickbooks

You can now import your Customers directly from Quickbooks into your CRM!

Access the QB Sync Tool > Import Customers/Jobs.

Select Next.

Select whether or not you wish to Ignore Inactive Customers or Import Inactive Customers as leads. Select Run Import.

Select Yes to confirm import.

Your Quickbooks Customers/Jobs have been imported successfully!

Note: QB Desktop users, you will need to update your QB Sync Tool to the latest version (v3.5.5.0)


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