Once the solution is imported, please follow the below steps to activate all the processes of InoLink.

  • Click on the gear icon --> Select Advanced Settings.

  • Next, select Processes.

  • From 'All Process' View, activate the process shown in the below screenshot:

Well, if a specific tax code is set on the customer in QuickBooks, then these tax details get synced to CRM, and if location-based tax is enabled on the QuickBooks side, then InoLink restricts the support of syncing this tax information.

For further queries, reach out to us at crm@inogic.com

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