by FBSG

The FayeBSG SugarCRM QuickBooks Integration simplifies your accounting and customer relationship management needs by integrating the two software packages. Organizations can use both packages together without missing out on features critical to streamlining operations and minimizing double work. SugarCRM and QuickBooks can help you get there.

Includes a 30 day guarantee
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Feature Matrix

SugarCRM & QuickBooks Features

The most comprehensive and feature rich SugarCRM and QuickBooks integration available:

Professional Advanced Enterprise Online
CUSTOMERS
Sync customer master file data from QB to Sugar
Sync sales tax codes and rates from QB to Sugar
Sync custom fields
Create new customers in QB from Sugar
Match customers between QB and Sugar with user definable field
Sync customer price levels from QB to Sugar
Sync customer ship to addresses from QB to Sugar
SALES HISTORY
Sync invoice history with line items from QB to Sugar
Sync sales receipts from QB to Sugar
Sync summary sales history from QB to Sugar
Sync sales history by product from QB to Sugar
QUOTES & SALES ORDERS
Sync quotes and sales orders from Sugar to QB Estimates
Sync quotes and sales orders from Sugar to QB Sales Orders
Sync quotes and sales orders from Sugar to QB Invoices
INVENTORY
Sync inventory items from QB to Sugar
Sync inventory item quantities on hand from QB to Sugar
Sync advanced inventory functions from QB to Sugar
VENDORS & PURCHASING
Sync vendor master file data from QB to Sugar
Sync purchase orders from QB to Sugar
Sync purchase history from QB to Sugar
Create purchase orders in Sugar and send to QB
GENERAL
Ability to map QuickBooks fields to Sugar fields
Ability to map Sugar fields to QuickBooks fields
Support for mapping of custom fields
All sync'd data available in Sugar for dashboards and custom reports
Sync Timing defined by user (every 5 minutes, once an hour, once a day, etc.)
Integration logs with error messages and sync status messages
User Friendly application with straight forward configuration
COMPATIBILITY
Compatible with QuickBooks Professional
Compatible with QuickBooks Premiere Manufacturing & Wholesale Edition
Compatible with QuickBooks Enterprise
Compatible with QuickBooks Online
Compatible with Sugar in Sugar On Demand Environment
Compatible with Sugar installed on in-house Linux server
Compatible with Sugar installed on in-house Microsoft server
SUPPORT
Remote Installation, configuration, and training available Contact Us Contact Us Contact Us Contact Us
Sugar-QB Integration Feature updates and upgrades throughout the year
Updates and upgrades to support all QB updates and upgrades throughout the year
Updates and upgrades to support all Sugar updates and upgrades throughout the year
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Rating
  • "Flawless and a huge time saver and has made us much more effective at closing sales."

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