Quickbooks Sync

Quickbooks Sync delivers powerful yet easy-to-use configurable integration Solutions for SugarCRM, allowing seamless integration of data from SugarCRM to Quickbooks.

Running multiple applications that have specific integration needs, but minimal IT support, is a daily reality for all size business owners today. We have a solution for you – Quickbooks Sync. Why buy a widget when you can have the whole solution?

Our solution is different

  • Complete, pre-built integration Solutions – between “Best of Breed” ap-plications.
  • All processes, workflow logic, mapping is ready for you to configure – with a mouse and the web.
  • Completely configurable by you with pick lists, drop downs or custom fields
  • Start-ups, SMB or Enterprise – select exactly the right type of configura- tion model for you – modify at any time
  • Extensive portfolio of success waiting for you to configure
  • Complete outsource packages available – no software, no hardware, no developers, no overhead – just sign and go

DataSync deliver a complete integration proc- ess for popular business applications. Let’s look at a favorite, SugarCRM.com and QuickBooks. With Quickbooks Sync, you can purchase, configure and run a customized integration process for these applications that integrate all standard SugarCRM objects (Accounts, Contacts, Opportunities, Products, Cases) to all standard QuickBooks objects (Customers, Contacts, Sales Orders, Sales Receipts, Invoices, Estimates, Jobs, Items); configure, test, run. Or , if you need sophisticated customization – call us – we do this every day.

You don’t need to be a technical resource, analyst or developer. We supply the solution, the servers, the support personnel and most important; we supply the application knowledge at a process, data and technical level through years of working with these applications — all in configurable form.

Key Features include:

  • Uni or bi-directional integration
  • Create and update Customers, Invoices, Sales Orders, Sales Receipts, Contracts, Jobs, Esti- mates, etc. in QuickBooks from SugarCRM
  • All QuickBooks information; Cus- tomers, Invoices, Sales Orders, etc. create or update Accounts, Contacts, Opportunities and Products in SugarCRM
  • All Quickbooks history available in SugarCRM; purchase, payment histories, etc.
  • Configurable options allow you to change / select new integration configurations as your business changes—at object level
  • Error Management and Monitor- ing, Connection Monitoring, Log Viewer
  • Automatic email or IM notification if error detected

Feature Detail

  • “Self-Service SaaS” model. You configure your integration between SugarCRM and Quickbooks
  • Over 135 configurable selections to select from
  • Integration Manager Console — User friendly UI that lets you
  • decide how often your applications should integrate
  • Additional CRM, Financial, ERP, eCommerce, Billing, Telephony, Customer Support and other applications ready to configure
  • Uni-directional or Bi-directional Integration processes

Quickbooks/SugarCRM Sync processes:

  • Accounts / Contacts to Customers / Contacts
  • Accounts / Contacts to Vendors
  • Quotes/Opportunities to Jobs
  • Quotes to Sales Order
  • Quotes to Sales Receipts
  • Quotes to Invoices
  • Quotes to Estimates
  • Quotes to Checks
  • Quotes to Purchase Orders
  • Quotes to Bills
  • Products to Items
  • Cases to Customers or Invoices
  • Multi-currency support
  • Multiple Price Books
  • Multiple company files **
  • Bulk Load Feature
Other Features
  • Credit Card and ACH Payment Gateway **
  • eCommerce Gateway **
  • eMail Gateway **
  • Journal integration; customer, invoices, payments, etc.**
  • Connection and Error Management and Monitoring, Log Viewer
  • Automatic email or IM notification if error detected