QuickBooks for SugarCRM by Epicom

Epicom’s QuickBooks integration for SugarCRM helps to eliminate duplicate data entry, streamline accounting, and enables users to more efficiently manage customer relationships.

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About Quickbooks

QuickBooks is a bookkeeping software that combines a variety of accounting processes into one user-friendly system. The software's primary function is to alleviate the use of multiple tables, spreadsheets, and tracking sheets necessary to document and maintain accounting tasks at a company. Accounting figures are also easily reconciled for tax purposes with Quickbooks. The software was developed by Intuit and can be customized based on the needs of the business utilizing the software.

About Epicom

Epicom customizes, supports and hosts high-performance web-based Customer Relationship Management systems. Epicom has completed hundreds of successful CRM projects and is one of SugarCRM's leading Platinum Partners and the 2014 SugarCRM Global Leader Award winner. Our focus is on consulting and executing complex SugarCRM deployments, customizations and integrations.

Quickbooks for SugarCRM by Epicom

Epicom’s QuickBooks integration is a bi-directional sync of records between Intuit QuickBooks and SugarCRM. The plugin is compatible with all versions and editions of SugarCRM, and is easy to install and configure. The plugin also works with QuickBooks Pro, Premier, Enterprise, and QuickBooks Online. There are two tiers available depending on the level of integration you need.

Basic Edition includes ($49/month):

  • Bi-directional sync and creation of new records between Sugar Accounts and QuickBooks Customers.
  • View QuickBooks Customers’ terms and current balance in Sugar Accounts
  • Sync QuickBooks tax codes
  • Free report that shows all Accounts with outstanding balances (Only available for licensed versions of SugarCRM).

Premium Edition includes all of the Basic Edition features plus ($195/month):

  • Bi-directional sync and creation of new records between QuickBooks Item Lists and Sugar’s Product Catalog
  • Create QuickBooks Invoices from Quotes in Sugar.
  • View days aging in Sugar Accounts
  • View all QuickBooks Invoices and Sales Receipts in the related Account record in Sugar.

Why Quickbooks and Epicom

Are you spending hours each week doing manual data entry in QuickBooks on data already existing in SugarCRM? Does your sales team constantly ask Accounting for updates on which Invoices have been paid or if the Invoice has gone out? Epicom’s QuickBooks integration eliminates the duplicate data entry and increases transparency so that CRM users can have visibility to certain accounting data. Epicom’s plugin is easy to install with a wizard that will take you step by step through the configuration process to customize your sync settings based on how you use Sugar and QuickBooks. Epicom’s integration includes free bug fixes and product upgrades as we release new features. The integration is available in low monthly payments and users can choose to opt out at any time without an annual contract. We also have a 30-day free trial so that you can try before you buy.