Adjusting Items in Core CRM Pro

In order to adjust items used for invoices when connected to QuickBooks or QuickBooks Online, you will need to adjust the items in QuickBooks first. After adjusting the item(s), you would then navigate to the Core CRM Pro Preferences module, into the “QuickBooks” tab and “QuickBooks Import” subtab, and simply click the “Import Items” button. This will refresh the items with their current values in QuickBooks. 

If you are not connected to QuickBooks or QuickBooks Online, you can adjust the items by simply navigating to the items in the Items module. Items can be added or deleted with the “New Item” and “Delete Item” buttons in the status toolbar above the Core CRM Pro module navigation ribbon. Existing items can be updated by directly modifying their field values. 

Course Link:

https://www.productivecomputinguniversity.com/courses/core-crm-pro-training