Learn about Epicom’s QuickBooks Integration for Sugar 7

Description:
When your accounting data is transparent to your CRM system, your sales team can help reduce A/R, eliminate duplicate data entry, and work in sync with your accounting team. With Epicom’s QuickBooks integration, users can view the payment status, account balance, and create invoices from quotes automatically. The install wizard makes it easy to setup the plugin and enables companies to customize their sync settings.

In this DEMO you will see the integration push and sync your QuickBooks Balance, Days Aging, Payment Terms, and Overdue payments with your SugarCRM system. We will also reveal the latest updates including compatibility with Sugar 7!

Agenda:

  • Review existing features for Basic and Premium Editions
  • Discuss recent updates made
  • Demo the QuickBooks plugin for Sugar 7
  • Discuss upgrade process for existing plugin users moving from Sugar version 6 to version 7

Who Should Attend:
Companies using SugarCRM and QuickBooks needing to increase transparency of certain accounting information and eliminate duplicate data entry.

Date and Time:
Tuesday, June 17, 2014 11:00AM - 12:00pm CST

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