Is there an official SugarCRM QuickBooks Integration?
Question: David, is there an official SugarCRM QuickBooks integration? Since QuickBooks is the market leading entry level accounting software...
2 min read
David Faye Fri, Nov 09, 2012
If you answered yes to the questions above chances are you will benefit from a SugarCRM QuickBooks integration.
First, lets talk about SugarCRM. The core foundation behind the SugarCRM offering is flexible, intuitive and open. This SugarCRM foundation allows for for a perfect marriage between a cloud based CRM (front office) and non-cloud based QuickBooks accounting system(back office). Using SugarCRM you can view QuickBooks data in the cloud. Your sales people and customer service personnel don't have to log-in to QuickBooks to view items such as sales orders, quotes, shipment tracking information, etc. They can access this information from anywhere via a web browser.
The QuickBooks SugarCRM integration synchronizes customers, invoice history, inventory items, quotes, and sales orders. It's completely automated and runs on a scheduler. The SugarCRM QuickBooks integration allows entering of sales orders in SugarCRM and syncing the orders into QuickBooks in real-time, orders can be entered on laptops, ipads, and other mobile devices by salespeople on the road. Orders can be entered right away through SugarCRM, and they will then automatically appear in QuickBooks. The QuickBooks SugarCRM integration eliminates the need to wait for remote access to QuickBooks or emailing orders into the office.
This QuickBooks SugarCRM integration eliminates redundant data entry because the sales orders created in SugarCRM transfer into QuickBooks eliminating duplication of data entry and increasing the accuracy of orders in QuickBooks. Inventory changes and customer name and address changes in one system can be instantly updated in the other.
The QuickBooks SugarCRM integration eliminates the need for buying additional QuickBooks user licenses because the ERP data is in SugarCRM. Sales reps can see on hand inventory quantities, open sales orders, invoice history, customer credit information, and everything they used to have to either lookup directly in QuickBooks or call someone to lookup for them. Companies using the SugarCRM QuickBooks integration can potentially downgrade QuickBooks user licenses, because these “inquiry users” no longer will need access to QuickBooks.
Please contact us to learn more about the SugarCRM QuickBooks intgration.
Entrepreneur with broad experience in building businesses and helping businesses grow primarily through the effective use of information technology. CEO of Faye Business Systems Group, a software company specializing in implementation, development, and support relating to cloud based Accounting, ERP, and CRM Software with extensive expertise in Sage MAS 90 and MAS 200, SugarCRM, Intacct, and the development of custom software.
Development of creative and innovative IT and software solutions to address real business issues, strategic planning, development of IT strategies, helping organizations in the effective use of Accounting, ERP, and CRM software, expert in implementation and optimization of Sage MAS90 and MAS200 software, SugarCRM, and others.
Question: David, is there an official SugarCRM QuickBooks integration? Since QuickBooks is the market leading entry level accounting software...
QuickBooks CRM Question: David, can I use QuickBooks as a CRM?
SugarCRM QuickBooks integration: Eliminate redundant Data entry Question: David, I am using SugarCRM Pro and QuickBooks Enterprise. Is it possible...