This app works with:
Achieve a 360° view of the customer by integrating QuickBooks with SugarCRM. With this integration, SugarCRM users can eliminate double data entry, streamline accounting, and more efficiently manage customer relationships.
Custom fields for balance, payment status, and payment terms in Sugar automatically sync with the related fields in QuickBooks. A calculated field in Sugar shows the days aging based on the oldest outstanding Invoice in QuickBooks.
The setup wizard enables users to customize the level of integration that best fits their organization. Options include syncing and/or manually adding Sugar Accounts, Products, or Quotes to QuickBooks and vice versa.
The integration includes a custom report in Sugar to show all Accounts with outstanding balances. For licensed versions of SugarCRM, users can create their own reports using any of the QuickBooks data that was pulled into SugarCRM.
Automatically create Invoices in QuickBooks from Quotes in Sugar. When the Invoice is created in QuickBooks, it will automatically pull in the Account name, quoted amount, product items, and the contact information that is on the Quote in Sugar. Once an Account in Sugar is synced with a customer in QuickBooks, all QuickBooks Invoices will be push over to that Account in Sugar. From this custom sub panel in Sugar, users can see Invoice history and products purchased.
Automatically create products in QuickBooks from Sugar’s Quotes or Product Catalog. When adding a new product, Sugar users are given the option to choose the QuickBooks product or item type in Sugar and can choose whether or not to sync or push the product to QuickBooks.
Epicom’s QuickBooks integration is compatible with all current versions and all editions of SugarCRM including Community Edition, Professional, Corporate, Enterprise, and Ultimate. The integration is also compatible with QuickBooks Pro, Premier, Enterprise, and QuickBooks Online.
Support is available to subscribers of the application. If support is needed, email firstname.lastname@example.org. If you need help installing the application, we have a tutorial video on our website to help assist you through the process.
30 day risk-free trial. No credit card required. SugarCRM system is required.
|Monthly Subscribers||$195/month||9999999||Try out the full integration free for 30-days. Price includes unlimited users of the integration. Subscribers must have an active QuickBooks and SugarCRM account for the integration to work.|