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teetimelandscaping
Level 1

Company File

How do I access my company file and have the link to provide for my CRM

5 Comments 5
KlentB
Moderator

Company File

Thanks for reaching out to us, teetimelandscaping.

 

Currently, the option to generate a link to access your company file is unavailable in QuickBooks Online. If you need to connect your QBO account, you can reach out to your CRM's support to check if they have a way to integrate or sync your data in QuickBooks.

 

For more tips and resources while you are working with your books, you can browse some topics on our Help Article page.

 

Drop me a comment below if you have any other concerns or additional questions. Have a great rest of the day.

Fiat Lux - ASIA
Level 15

Company File

@teetimelandscaping 

Which CRM app do you have? If it doesn't support QBO, you may need a 3rd party connector.

teetimelandscaping
Level 1

Company File

I am using LMN for landscaping

teetimelandscaping
Level 1

Company File

I am using LMN for landscaping 

Fiat Lux - ASIA
Level 15

Company File

What is LMN? Sorry not familiar about it.

Or do you mind to replace it with another app to integrate with QBO?

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