Sugar & QuickBooks Integration Powered by StarfishETL

Sugar & QuickBooks Integration Powered by StarfishETL

Robust Integration for Sugar and QuickBooks


Integrate your Sugar and QuickBooks with power, security, and simplicity using StarfishETL. This robust integration seamlessly bridges your CRM and accounting information to eliminate duplicate data entry, simplify payment management, and manage inventory for maximum data visibility. The integration comes pre-built with all the core functions you need for a CRM and Accounting integration: aligning account/customer data, importing invoices, reading invoice line items, handling payments, and more. Need to integrate specialized fields? Want added functionality? The Cloud integration wizard allows you to easily edit and add-to your integration to create a dynamic, personalized experience.

Features and Benefits

Manage Payment Status

Payments recorded in QuickBooks are linked back to the account in SugarCRM for easy access

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Simplified Inventory Management

The StarfishETL integration syncs your inventory information and "perform advanced inventory" functions from QuickBooks to SugarCRM

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Invoice Access in Sugar

QuickBooks invoices are imported to the Sugar Account

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Payments Reflected in Sugar

Payments listed in QuickBooks are reflected in the corresponding Sugar record

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DETAILS
Version Compatibility

Manage Payment Status

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Payments recorded in QuickBooks are linked back to the account in SugarCRM for easy access

Simplified Inventory Management

The StarfishETL integration syncs your inventory information and "perform advanced inventory" functions from QuickBooks to SugarCRM

Invoice Access in Sugar

image
image
QuickBooks invoices are imported to the Sugar Account

Payments Reflected in Sugar

Payments listed in QuickBooks are reflected in the corresponding Sugar record

360 Degree Customer View

Users enjoy a complete customer profile with access to sales orders, invoices, and payments inside the Sugar account

Eliminates Duplicate Data Entry

Duplicate data entry is eliminated when users to enter financial data into QuickBooks and the information is imported to Sugar

Support

Phone Support: 847.655.3400
Support Email: support@starfishetl.com
Support Knowledge Base: https://wiki.starfishetl.com/index.php/Troubleshooting

Terms & Conditions

Terms of Service: https://www.starfishetl.com/Subscription-License-and-Services-Agreement
Privacy Policy: https://www.starfishetl.com/privacy-policy

Matching the QuickBooks Company info to the Account in Sugar Matching the QuickBooks Company info to the Account in Sugar
Payments to InvoicesPayments to Invoices
Matching the QuickBooks ID to the Account in SugarMatching the QuickBooks ID to the Account in Sugar

Resources

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

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