Sugar Integration with QuickBooks & Xero
By Sarah Meyers
CRM applications are being widely adopted by businesses because they make jobs easier for every department of the organization. From sales and marketing to customer service and human resources, CRM allows different departments to collaborate on various business processes. Accountants are no exception. To meet the growing demand of accounting software integration with CRM, the talented Sugar development team at Rolustech decided to develop ready-to-use solutions for all your accounting needs. In this blog entry, we will explore the features of our most popular accounting software plugins for Sugar.
Sugar Integration with QuickBooks
With over 1.4 million online subscribers, QuickBooks is the most popular accounting software worldwide. Its collaborative tools and advanced reporting features make it an integral tool for modern day accounting. After integrating QuickBooks for a number of clients, we decided to pick the most popular QuickBooks features sought by our clients and rolled them into a powerful plugin now known as RT QuickBooks.
RT QuickBooks Features
RT QuickBooks unites your Sugar with QuickBooks bi-directionally to facilitate swift business payments, payroll functions and billing features. With its powerful features, RT QuickBooks ensures that your accounting team will never have to enter data repetitively or sync data manually. It automatically synchronizes inventories, sales invoices, customer payments and financial history, giving you a bird’s-eye view of all your finances.
View Sync History
With your integrated logs, you can view the entire sync history and resolve conflicts by tracking error messages.
Without having to wait for the scheduler to sync your records, you can sync records whenever you want with a single click.
Resolve repetitive entry conflicts by simply assigning a parent station (Sugar or QuickBooks) and leave the conflict resolution process to RT QuickBooks!
Assign Teams for Sync Processes
Assign either custom or global teams to the records synced from QuickBooks to Sugar using RT QuickBooks.
RT QuickBooks gives you complete control over your scheduling needs. Not only can you control how frequently you need Sugar and QuickBooks to sync, you can also choose what to sync and what to leave out.
Sugar Integration with Xero
While QuickBooks is the most popular online accounting software, Xero is quickly becoming the preferred choice of many small businesses. With nearly a million subscribers, Xero’s growth prompted us to develop another Sugar plugin for SMBs: RT Xero – Sugar Integration with Xero.
RT Xero Features
RT Xero connects Sugar with Xero to streamline your business processes and give you detailed insights into your company’s finances. With its powerful two-way syncing features, RT Xero empowers you to create invoices from within your Sugar, trigger Sugar workflows based on Xero data, view details of your accounting data and so on. Below are the key features of RT Xero.
Initial Sync Wizard
Setting up RT Xero for your Sugar is a matter of a few clicks.
Detection of Matching Records
Resolve repetitive entry conflicts within seconds using RT Xero’s detection of matching records.
Contacts and records in Sugar and Xero are synced both ways.
All customer invoices from Xero can be viewed in Sugar’s Accounts and Contacts modules.
Purchases from suppliers will display on both their Account and Contact records in Sugar.
Directional Sync Control
Choose whether to sync from Sugar to Xero, Xero to Sugar or both ways. RT Xero allows you to set up synching priorities separately for each module as well.
Choose how frequently to sync your data by having complete control over RT Xero scheduler.
So, what do you think? Are you ready to make the most out of your Sugar and bring transformation in your accounting processes?
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Rolustech is a team of award-winning Sugar experts taking pride in successfully implementing Sugar for more than 500 firms worldwide.