Achieve a 360° view of the customer by integrating QuickBooks with SugarCRM. With this integration, SugarCRM users can eliminate duplicate 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.
Premium Edition Only: Auto create Invoices in QuickBooks from Quotes in Sugar. When the Invoice is created in QuickBooks, it will automatically pull in the Account info, total amount, and line items. Once an Account in Sugar is synced with a customer in QuickBooks, all QuickBooks Invoices and Sales Receipts will be synced over to that Account in Sugar. From the custom QuickBooks Transactions sub panel in Sugar, users can see Invoice and Sales Receipt history, including line item details.
Premium Edition Only: 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 U.S. 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.
|Premium Edition||$195/month or $1,989/year||999||Premium Edition includes: * All Basic Edition features * Sync Invoices and Sales Receipts from QuickBooks to Sugar * Create invoices in QB from Quotes in Sugar * Bi directional sync of products Price includes unlimited users of the integration.|
|Basic Edition||$49/month or $495/year||999||Basic Edition includes: * Bi directional sync and creation of new Sugar Accounts to QuickBooks Customers and vice versa * View Terms and Outstanding Balance in Sugar * One pre built report Price includes unlimited users of the integration.|