RT QuickBooks

RT QuickBooks

A SUGARCRM AND QUICKBOOKS INTEGRATION


Get a panoramic view of the customer with just one integration into your Sugar system. Use QuickBooks to generate invoices, manage payrolls, inventory and sales from your Sugar.

Features and Benefits

VIEW SYNC HISTORY

Track your sync history with your integrated logs. Resolve conflicts with the help of error messages found in the QuickBooks log file and track sync status messages.

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SYNC ON-DEMAND

A feature that allows you to sync a record immediately to QuickBooks whenever you want to. This relieves you of the wait process that the scheduler makes you go through. The Immediate sync can be done at record and module levels.

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PRIORITY CONFIGURATION FOR CONFLICT RESOLUTION

Set priority configuration in case of double data entry. Designate either Sugar or QuickBooks as a parent station. If your data has been changed at both ends; the information available on parent station will override the information present at the other end.

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BIDIRECTIONAL CUSTOMERS SYNCING

Save time on repetitive data entry. Sync existing and new customers in QuickBooks and Sugar at the same time with RT QuickBooks Sync. The plugin automatically syncs QuickBooks customers and Sugar Accounts bidirectionally and keeps the two forums updated.

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DETAILS
Version Compatibility

VIEW SYNC HISTORY

Track your sync history with your integrated logs. Resolve conflicts with the help of error messages found in the QuickBooks log file and track sync status messages.

SYNC ON-DEMAND

A feature that allows you to sync a record immediately to QuickBooks whenever you want to. This relieves you of the wait process that the scheduler makes you go through. The Immediate sync can be done at record and module levels.

PRIORITY CONFIGURATION FOR CONFLICT RESOLUTION

Set priority configuration in case of double data entry. Designate either Sugar or QuickBooks as a parent station. If your data has been changed at both ends; the information available on parent station will override the information present at the other end.

BIDIRECTIONAL CUSTOMERS SYNCING

Save time on repetitive data entry. Sync existing and new customers in QuickBooks and Sugar at the same time with RT QuickBooks Sync. The plugin automatically syncs QuickBooks customers and Sugar Accounts bidirectionally and keeps the two forums updated.

ASSIGN TEAMS FOR THE SYNC PROCESSES

You can configure as to which teams should the records be assigned to , when those records sync in from QuickBooks to Sugar. You can assign either Global or custom teams to the synced records.

CUSTOMIZED SYNCHRONIZATION SCHEDULING

Schedule data sync in which you decides the syncing time yourself. Determine what has to be synced and what not. Ability to give priority to Sugar or QuickBooks records . The feature enables complete/ full control of the scheduler to the user.

Support

Phone Support:
Support Email: support@rolustech.com
Support Knowledge Base:

Terms & Conditions

Terms of Service: http://rolustech.com/rtquickbooks/terms-conditions/
Privacy Policy: http://rolustech.com/rtquickbooks/privacy-policy/

Bi-directional SyncingBi-directional Syncing

Resources

Please where we're going to have PDF and what not

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