by Dreamer Technologies

Sync QuickBooks Customer,Invoice & Products in SuiteCRM. The integration will generate a Contact in SuiteCRM whenever you create a customer, an Invoice when a new Invoice is created, and a Product when a new Item is created.

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Plugin helps to sync QuickBooks Customer,Invoice & Products in SuiteCRM.

Key Features

  • Bidirectionally sync contacts.
  • Sync Invoices,Products from Quickbooks To CRM.
  • Keep data updated automatically.

1) Create Contact in QuickBooks from CRM

Create one contact in CRM. After that open your detail view of contact and click on ACTIONS tab. In this you will get Create to QuickBooks option if this contact is not created in QuickBooks.

Contact_Create_to_QuickBooks.png

Same Contact is created in QuickBooks.

created_contact_quickbooks.png

2) Sync Contact from QuickBooks to CRM (Take upto 5 Minutes) Read 5th point

Contact will create in CRM from QuickBooks in two condition.
i) New contact is created in QuickBooks.
ii) Existing contact is edited in QuickBooks.

created_contact_in_quickbooks.png

Same Contact is created in CRM.

sync_contact_in_crm.png

3) Sync Product from QuickBooks to CRM (Take upto 5 Minutes)

Product will create in CRM from QuickBooks in two condition.
i) New product is created in QuickBooks.
ii) Existing product is edited in QuickBooks.

created_product_in_quickbooks.png

Same Product is created in CRM

sync_product_in_crm.png

4) Sync Invoice from QuickBooks to CRM (Take upto 5 Minutes)

Invoice will create in CRM from QuickBooks in two condition.
i) New invoice is created in QuickBooks.
ii) Existing invoice is edited in QuickBooks.

-If contact related to this invoice is not exist in CRM then it will created new contact in CRM.
-And also product related to this invoice is not exist in CRM then it will create new product in CRM.

created_invoice_in_quickbooks.png

Same Invoice is created in CRM.

sync_invoice_in_crm.png

In case found any problem while installation please email us at info@dreamertechs.com

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