RT QuickBooks

Do you offer a free trial? Yes, we offer a 30-day free trial.

Do you have a demo instance to get familiar with the product? Yes, we have instance demo for the ease of users.

Do I have to sign an annual contract? No, RT QuickBooks Integration for Sugar is a monthly subscription. You can cancel at any time and will only be charged for the months that your subscription has been active.

Does it support Sugar On-Demand? Yes, it does support Sugar On-Demand Instances.

Which edition of QuickBooks does this integration work with? RT QuickBooks works with Sugar and QuickBooks Online.

How do I hide QuickBooks data in Sugar from normal users? If you have a licensed edition of Sugar, Admins can disable editing or viewing of any field. The admin can set up roles or teams to turn on and off certain QuickBooks fields or data.

My Create view is not visible. What should I do? Make sure your License key is updated and correct.

Does a normal user have any authority to Create/Edit Accounts or other modules? No, only Admin has these rights.

Is duplicate entry allowed? No, duplicate entry is not allowed. Whenever a customer will try to enter a duplicate entry, QuickBooks will give an error message.

I need to sync a record immediately and cannot wait for the scheduler to run and sync. Is there any way to do it? Click on ‘Sync Data with QuickBooks’ button. It should sync that particular record immediately.

Can I sync multiple records immediately and not wait for the scheduler to run? Yes, you can go to a certain record’s detail view and select the ‘Sync Data with QuickBooks’ from the action menu.

The fields and layouts of the QuickBooks related screens are not being shown properly. What should I do? 1. Login to your Sugar instance 2. Go to Admin panel 3. Click on Repair 4. A new page will open, click on Quick Repair and Rebuild. This will solve layout issues.

The links and relationships do not seem to be working properly. What should I do? 1. Login to your Sugar instance 2. Go to Admin panel 3. Click on Repair 4. A new page will open, click on run Repair Relationships. This will solve the broken links and the module's relationship issues.

I do not see the syncing popup. What do I do? If Manual Syncing popup doesn't appear, try hard reloading the page or try incognito mode from browser.

What should be the ideal interval for the scheduler? Try to set a reasonable time interval for the scheduled job performing data sync to avoid stacking the jobs.

I am getting the error "Sync for this module is already running". What do I do? When the scheduler is running, manual syncing throws the error "Sync for this module is already running". Wait for the scheduler to complete its job and then sync again.

What is the best sync practice? If you have more than 100 records try to rely on scheduler instead of performing manual module level sync.