SugarCRM QuickBooks Integration
Connect SugarCRM with QuickBooks
Our excellent SaaS based integration solution for SugarCRM-Quickbooks lets your accounting and sales teams have a comprehensive overview of your business, customer and orders from your SugarCRM system to QuickBooks system. AppJetty’s cloud-based Solution for SugarCRM-QuickBooks Integration works as a two way process. We can integrate data from SugarCRM to QuickBooks and vice versa. You can get synchronization functionality for following processes:
New & Updated Customer's Information
New & Updated Products
New & Updated Invoices
How Does It Work?
Our Integration Gateway will act as a buffer tool between your CRM and QuickBooks, with capability of retrieving any data loss in case of casualty by retaining data from both systems.
Our system works through full 'bi-directional' synchronization for Customers and Products module. Invoice will be synced uni-directional from Quickbooks to SugarCRM. Feel free to let us know about any modules you want us to customize.
When a customer creates or updates in any of the systems, either Sugar CRM or QuickBooks it is synchronized in both the systems at the same time.
Make any addition of products in either CRM or QuickBooks and the same will be automatically updated in both the systems straightaway. Inventory will not be managed as Inventory is a separate module in quickbooks.
When you create any invoice in Quickbooks, it will be directly synchronized in other system instantly.
Points to Note
- No Refund of One-time setup fee of the integration.
- Need to pay per month purchase price for atleast 6 months or 1 year after purchasing the integration.
- No 15 days trial available.
- We will setup demo on our server before purchasing on request.
- After purchasing integration, it will takes 5-8 business days to setup copy with one-time sync after discussion meeting.
SugarCRM VersionsSugar Community Edition :
7.5 & above
Quickbooks Online Versions
Easy to Use
Right from the installation to the main functions, the integration is very friendly and easy to use. You just need to follow the instructions properly for the installation. As of now the functionalities offered are pretty convenient and easy to adapt to.
It’s a cloud based solution so your data is safe and it also works both ways when it comes to data synchronization. So you no more need to copy paste data manually between your CRM and accounts. A safe and reliable integration you can depend on.
AppJetty and their team of developers are extremely skilled at integrating QuickBooks and SugarCRM. They are willing to customize anything you want and are extremely responsive to questions and problems. Their support is great and are a pleasure to work with!
Managing store accounts is already a cumbersome task given the attention it requires to tiny details and over that when you need to move the data, it can create a chaos! I suggested it to my boss and he was willing to invest. Turned out to be beneficial for both of us.
Go for Ultimate Package
I will recommend going for the Ultimate package offered by the company as it offers additional features and is totally worth it if your business is in the ‘rapidly growing’ phase. Generally, the professional package should also work fine.
Installing the integration isn’t rocket science; you just need to follow the instructions. Moreover, the company provides initial support, if opted for, so you are good to go. The performance also had been fine till now, does well what it is made for.
Easy to install and integrate with the help of the user guide and AppJetty staff. The features of the integration facilitate a good working condition for your business. I am not at all disappointed in spite of so much confusion over investing on the product.
Happy Customers Sorted Accounts
The integration very easily lets your sort out your CRM accounting data. All the important features are synchronized making your day to day business functions much easier and effective. Automating tasks further helps online businesses to great level.
I went for the Professional package as I doubted the caliber of the product. Now looking at the special features the Ultimate package has on offer I think on that one. But all and all a very effective solution to opt for.
Experts at Quickbooks & SugarCRM integration
BizTech and their team of developers are extremely skilled at integrating QuickBooks and SugarCRM. They are willing to customize anything you want and are extremely responsive to questions and problems. Their support is great and are a pleasure to work with!
- SugarCRM QuickBooks Integration is Released.