Description
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.
VIEW BALANCE & DAYS AGING
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.
INSTALL WIZARD FOR EASY SETUP
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.
CUSTOM REPORT
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.
CREATE INVOICES FROM QUOTES & PULL INVOICES INTO SUGAR
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.
CREATE & SYNC PRODUCTS BETWEEN SUGAR & QUICKBOOKS
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.
QUICKBOOKS FOR ALL EDITIONS OF SUGARCRM
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.
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Support & FAQ
Support is available to subscribers of the application. If support is needed, email support@epicom.com. If you need help installing the application, we have a tutorial video on our website to help assist you through the process.
512-222-7000
http://www.epicom.com/video_library/quickbooks-integration-for-sugarcrm-tutorial
Check out the most frequently asked questions below: Expand all
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Do I have to sign an annual contract?
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No. Epicom’s QuickBooks Integration for SugarCRM is a monthly subscription. You can cancel at any time and will only be charged for the months that your subscription has been active. We also offer a 30-day free trial to new users of the integration.
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Which versions of SugarCRM and QuickBooks does this integration work with?
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Epicom’s QuickBooks Integration for SugarCRM works will all currently supported versions and all editions of SugarCRM including Sugar Community Edition. Our integration also works with Intuit QuickBooks Pro, Premier, Enterprise, and Online. Subscribers must have an active SugarCRM account or the integration to work. If you don't yet have SugarCRM, email sales@epicom.com to start your free trial today.
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How secure is Epicom’s QuickBooks Integration for SugarCRM?
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One of the differentiators of Epicom’s integration with Quickbooks is the length of security measures we’ve taken. Epicom completed internal and 3rd party security audits of the application, and Intuit performed its own security audit of the application. Our server has been validated and is regularly scanned by Trustwave.
For more info on the security of our QuickBooks Integration and servers, go here: http://www.epicom.com/about/faq/quickbooks-integration
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How do I hide QuickBooks data in Sugar or shut off the ability to send items to QuickBooks from Sugar to certain users?
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If you have a licensed edition of Sugar, Admins can disable editing or viewing of any field. The admin can set up roles or teams to turn on and off certain QuickBooks fields or data. If you are on Sugar Community Edition, you are only able to disable editing or viewing of modules and cannot shut off or hide individual fields.
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