What is the first action to take to search for a CRM app to connect to a company in QuickBooks Online?

• A. Open the Apps link in the Navigation pane
• B. Click the Apps link in the Navigation pane
• C. Use the Import Data function
• D. Go to Accounting > Apps

Answer: (B)

To find and connect a CRM app, you start by opening the Apps area in the left navigation. This is where the QuickBooks App Store lives, letting you search for CRM integrations, read details, compare options, and connect the app to your QuickBooks Online company. It’s the first step because you need access to the available integrations in one place before you can install or authorize anything. The Import Data function is for bringing data into QuickBooks, not for finding apps. Going to Accounting > Apps isn’t the usual route for discovering and connecting apps in QuickBooks Online. Once you’re in the Apps page, you can search for CRM options, check compatibility, and begin the connection process.