Integrating QuickBooks with SugarCRM gives end-to-end visibility into how your business is running and improve operational efficiency. Whether you are running Quickbooks Online or Quickbooks Desktop, Ambit’s SugarCRM-Quickbooks connector helps you quickly automate your lead to cash process.
The Connector not only integrates both the systems seamlessly with zero manual intervention but also gives you a 360-degree view of your customers in SugarCRM and helps your SugarCRM users quote your customers efficiently, follow up for open invoices, check the credit balance of a customer, etc.
Features
- Automated lead to cash process
- Seamless backend integration
- Configurable field mapping with Ambit’s team getting you setup in minutes
- Bi-directional synchronization of master data of Accounts, Contacts, Product/Item Master and Currency Master
- Bi-directional synchronization of transaction data of Quotes/Estimates, Quote Line Items, Invoices, Invoice Items, Payments, Credit Memos/Credit Notes.
- Synchronize both creation and modification of records
