DataSync’s Sugar Invoicing module makes invoicing from SugarCRM to Quickbooks simple. No more dual-entry. No more user errors. This simple Sugar Module Loader tool installs in minutes and will save your company time right away.

Want to try it? View our live demo!

Improve your invoicing process!

Now you can send SugarCRM Quotes to Quickbooks seamlessly. A single import of your Product Catalogue from Quickbooks into SugarCRM will give your sales people the power to quote and close business, and your accounting people the ease of simply importing a file into Quickbooks to process an order. No more dual entry, no more errors.

How it works

Our module will create a specialized Quickbooks formatted file from Sugar for easy importing into Quickbooks. Here’s how it works:

1. A new button titled “Export to QB” is added to the SugarCRM “Quotes” module.
2. When the button is pressed, a download window pops up with a Quickbooks file with the same name as the quote.
3. A file specially formatted for Quickbooks downloads to your desktop for one-click import into Quickbooks.

It is important to note that this tool is not a real-time integration, but instead is an export/import tool.

Screenshots

Export Sugar Quotes

Simply download to your QB desktop

Easy import into Quickbooks

View imported invoices in Quickbooks

A few important details…