FAQ & videos

Can I create an account directly in CentrixOne and then sync it to QuickBooks ?


In CentrixOne, you need to create the account directly in the list named QuickBooks.

Then the CentrixOne system will create it in QuickBooks.

You can also create a contact in another list and then move it to the list named QuickBooks.

(Note that in order to modify a primary contact after its creation, your user must have the two-way activity mode in their permissions. Otherwise, you will not be able to modify any information after clicking on the “Save” button.)

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