How do I set up customer synchronization between CleanManager and QuickBooks?
![]() |
Precondition |
To be able to set up the customer synchronization you need to have created an integration between CleanManager and QuickBooks, see more in the article: Integration setup for QuickBooks |
If your integration is already set up for QuickBooks, you can continue setting up the customer synchronization:
How to set up the customer synchronization to QuickBooks
![]() |
Log in to CleanManager with the user type Administrator |
![]() |
In the menu, click on Settings > Integrations |
Hereafter, you can click on the button Customers in the top section | |
|
|
![]() |
Click on the dropdown button and select QuickBooks |
Click on Save to complete the setup | |
|
|
![]() |
The synchronization is now completed, see the active Dinero logo ![]() |
|
You can now continue synchronizing your customer data in this article:
![]() |
Customer synchronization |
Comments
0 comments
Please sign in to leave a comment.