by SugarCRM

Sugar Integrate for QuickBooks Online (QBO) expands the automation of the quote to cash process to provide sellers with a 360 view of customer financial history from Quickbooks Online within SugarCRM.

Includes a 30 day guarantee
Try it Now

By clicking you consent to share your profile with the developer

QBO Banner.png

ERP and CRM data in One?

Sugar Integrate for QuickBooks Online automates the order fulfillment process by syncing data between the two systems. It reduces duplicate data entry time and enables sales and finance professional to focus on what matters most by integrating the ERP data with CRM.

Key Capabilities

  • Two-way sync between Sugar Accounts and QBO Customers
  • Automatic creation of estimates in QuickBooks Online, based on a 'closed accepted' Sugar quote
  • Invoices and Payments are synced to Sugar from QuickBooks Online
  • Enabling or disabling the sync of optional Invoices and Payments modules based on customer preference

With Sugar Integrate

  • Eliminate duplicate data entry and redundancy
  • Streamline operations and
  • Facilitate better sales rep decisions and customer conversations with customer purchase and payment history within the CRM platform
  • Access critical customer, sales, billing and other ERP data right inside their SugarCRM
  • Enable better management decisions with full visibility of the sales process from lead to cash
View Pricing
Backed by our Tried & Tested, 30-Day Money Back Guarantee.