Create It: Connecting Neon CRM to QuickBooks

It's your turn to Connect Neon CRM to QuickBooks.

1. Select the Settings icon from any page of the CRM.

2. Select the Global Settings option.

3. Select the QuickBooks link in the Third-Party Integrations section.

4. Enable the option for QuickBooks Integration.

5. Select the version of QuickBooks that you’re using.

6. Authorize the connection by selecting the green Connect button that appears.

7. Complete the QuickBooks sign in process.