Accounting Link

Error regarding insufficient permissions when accessing the accounting link.
This error indicates that the logged in user does not have sufficient permissions to access the Accounting Interface. To grant permissions to the accounting...
Wed, 25 Nov, 2015 at 12:05 PM
Legrand CRM Linking Existing Account in Legrand CRM and ABM Together
Via the Accounting Link accounts can be transferred between ABM and LegrandCRM and vice versa. Also the Accounting link allows for address changes to be tra...
Wed, 25 Nov, 2015 at 12:59 PM
Can companies that already exist in both Legrand and QuickBooks be linked together?
The answer is yes.   But you need to know the unique identifer code for QuickBooks firstly. To be more specific, every name (custom...
Wed, 25 Nov, 2015 at 1:02 PM
Can I control which of my QuickBooks contacts are imported into Legrand CRM?
Yes, Legrand CRM Accounting Link will scan your QuickBooks database and will present you with the list of QuickBooks Contacts that do not yet exist in Legra...
Wed, 25 Nov, 2015 at 1:03 PM
How do I do customer quotes and can I convert them to order forms and then import into quickbooks?
It is possible to create orders and invoices in QuickBooks directly from Legrand. To do this, select the company in Legrand for which you wish to create the...
Wed, 25 Nov, 2015 at 1:13 PM
Once my Customer information has been transferred to Legrand CRM what happens to address changes?
You control the updating of addresses. Typically we recommend that you implement a policy that specifies which system, CRM or Accounting will be considered ...
Wed, 25 Nov, 2015 at 1:15 PM
When running the interface will it check for duplicates based on similar names?
When importing data from QuickBooks into Legrand the interface does check for duplicate records based on an exact match for the company name and city. 
Wed, 25 Nov, 2015 at 1:16 PM