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CRM Compatibility :
QuickBooks SuiteCRM Integration
QuickBooks SuiteCRM Integration connects the accounting platform bi-directionally with CRM. Sync your Products, Contacts, Invoices, and Quotes between QuickBooks Online with SuiteCRM. The extension allows performing secured sync instantly and scheduled. The scheduled sync allows multiple sync processes to align in a queue and get triggered at a later time.
- Bidirectionally sync Contacts, Accounts, Products, Quotes and Invoices between SuiteCRM to QuickBooks.
- Schedule sync with cron to sync at non-peak hours of work
- Sync selective records that have allowed sync with the QuickBooks SuiteCRM integration.
- Unique mapping field template for each supported SuiteCRM modules.
- Sync specified status of Quotes and Invoice from SuiteCRM to QuickBooks.
- Detailed log for overall record sync between Suite CRM and QuickBooks.
- Review Log information of synchronized records
How SuiteCRM Quickbooks Integration works
Connect QB & CRM
Just a single click to connect your SuiteCRM integration with Quickbooks.
Sync your data
Sync all your data in one go or schedule your sync to run at regular intervals.
Sync Log
Audit your sync log to know about the successful and failed data sync.
SuiteCRM Quickbooks Integration
Define sync at specific intervals, maintaining CRM and accounting software updated. Activating the sync process at non-peak hours avoids unnecessary confusions. The records synced from the queue will be updated one after the other in the VtigerCRM and QB Online platforms. The orderly sequence of updated records helps to avoid unnecessary conflicts of data.
Integrate your QuickBooks Software with SuiteCRM with full control over the data synchronization. Establish the 2-way connection between two platforms quickly and sync your data on the go. The team can access QuickBooks Online records directly from SuiteCRM without logging into it. Review the invoice details of your customers easily from QuickBooks Online and SuiteCRM.
Connect SuiteCRM & Quickbooks
Just Click on ” Connect to Quickbooks ” to hook up your SuiteCRM and Quickbooks.
Relate CRM &QB fileds
Map the appropriate SuiteCRM field with QuickBooks.
Data Synchronization
Sync all your data instantly in one go or schedule it to run synchronization later.
Sync only particular records
Pick and mark – selective records from SuiteCRM and sync it to Quickbooks.
Sync based on invoice Status
Lets you sync records from suiteCRM to Quickbooks based on invoice status. Choose your choice status to sync.
Features
- Sync all your data in just a click without any manual intervention.
- Bi-directionally sync Invoices, Quotes, Products, Contacts and Accounts.
- Secured data sync with QuickBooks API to connect with SuiteCRM.
- With suitecrm accounting module, you can sync all your records instantly in single click.
- Easy to maintain both SuiteCRM and QuickBooks accounting software info up-to-date with scheduled sync based on CRON setup.
- More intuitive field mapping to make QuickBooks and SuiteCRM field mapping more easy.
- Use the module option menu to choose the module you need to map.
- Sync only selective records from SuiteCRM to QuickBooks using different available filters like select, paid, unpaid, cancelled and more for invoices.
- Easy to keep track of complete sync information with logs in QuickBooks SuiteCRM Integration.
- Provides you the information of both successful and failure sync records.
- You can have a quick look at the sync information with the sync logs for both instant and scheduled sync.
- The sync is performed with the advantages and limitations of QuickBooks API.
- For Non-US QuickBooks Account, The Tax value in QuickBooks is synced with the shipping tax in SuiteCRM. Because there is no tax option in SuiteCRM.
- This product/current version dont support SuiteCRM Quickbooks Desktop integration and SugarCRM Quickbooks integration
Documentation
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