SugarCRM is the fastest growing CRM software package in the world. QuickBooks is the most popular accounting and ERP software package in the world. It only makes sense to integrate the software so that companies can use both packages together without missing out on features critical to streamlining operations and minimizing double work.

Sugar QuickBooks Integration

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Faye SugarCRM QuickBooks Integration

The Faye SugarCRM QuickBooks Integration addresses this. It allows the two software packages to “talk with each other” by synchronizing customers, inventory items, non-inventory items, and service items, invoice and sales receipt history, and sales orders/estimates between SugarCRM and QuickBooks. The synchronization between the packages is set to run on a scheduler, typically every 10 minutes.

Key Benefits

  • Eliminates double entry of customers in both SugarCRM and QuickBooks
  • Updates SugarCRM with critical invoice and sales receipt history information that can be used for marketing campaigns and salesperson inquiries
  • Provides access to product lists in SugarCRM without having to manually key in items
  • Eliminates double entry of sales orders/estimates in both SugarCRM and QuickBooks

Compatibility

  • QuickBooks Professional, Premiere, Enterprise and Online
  • The software is currently compatible with SugarCRM v6.5 and greater
  • SugarCRM Professional, Corporate, Enterprise, and Ultimate Editions
  • SugarCRM On-Demand

The software is also compatible with SugarCRM Community Edition, although CE lacks modules for the product catalog and quotes which minimizes the points of integration between QuickBooks and SugarCRM.

Requirements

  • A compatible version of QuickBooks (Pro, Premier, Enterprise; Online; US versions only)
  • A compatible version of SugarCRM
  • MySQL database, used by SugarCRM

This software is compatible with SugarCRM On Demand, or SugarCRM hosted on-site with a MySQL database. This integration software has been optimized for MySQL; SugarCRM hosted with MS SQL is not supported at this time.

Data consistency is the responsibility of the end user. QuickBooks Customer Names must match the Sugar Account name for our integration to fully function.

Find out more about this Integration

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