Once you have connected to QuickBooks or QuickBooks Online, you can import data from your QuickBooks company into the   Core CRM Pro. 

1) In the Preferences module, in the “QuickBooks” tab, click the “QuickBooks Import” subtab 
2) Click the “Import Items” button 
             a. You will be notified of how many items were imported into Core CRM Pro 
3) Click the “Import Taxes” button  
             a. You will be notified of how many taxes were imported into Core CRM Pro 
4) Click the “Import Customers” button  
             a. You will be notified of how many customers were imported into Core CRM Pro 
5) Click the “Import Vendors” button  
             a. You will be notified of how many vendors were imported into Core CRM Pro 
6) You can verify taxes in Core CRM Pro by going to its respective tab in the Preferences module 
7) You can verify customers and vendors in Core CRM Pro by going to the Contacts module 
8) You can verify items in Core CRM Pro by going to the Items module 

 

Course Link:

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