How Do I Connect Milestone CRM to QuickBooks Online

In Milestone CRM:

  1. Click Settings on the menu
  2. Under QuickBooks, click the green Connect to QuickBooks button.

Settings

QuickBooks Online will ask you to log in and Authorize the connection. Go ahead and do so by clicking the Authorize button.

CrmQboConnect2

That’s it! Milestone CRM is now connected to QuickBooks Online. On the customer detail page, the QuickBooks tab will now display the QuickBooks customer account information and transactions.

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