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Dec 22, 2022 3:31 PM UTC
Question

Does the CRM Integration automatically setup clients and projects?

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1 reply

MaryLandT
Dec 22, 2022 3:53 PM UTC

Good day, eward-eislerland.

 

I can see a duplicate post here in the Community forum. Let me route you to the response provided by my colleague through this link: Does anyone else on here use a CRM to integrate into QuickBooks online?

 

If you have other QuickBooks concerns, please don't hesitate to create a new post. We're always open to provide answers to your queries. Thank you and have a wonderful day ahead!