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View Sync History

Track your
sync history with integrated QuickBooks logs
in Sugar.

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Sync On-Demand

A feature that
allows you to sync a record immediately
to QuickBooks

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Information Accessibility

Sync QuickBooks customers and Sugar Accounts bidirectionally and keep the two forums updated.

About RT QuickBooks

Sugar plugin that simplifies your accounting and management needs by integrating

Sugar & QuickBooks

Achieve a panoramic view of the customer with just one integration into your Sugar system. Use QuickBooks to generate invoices, inventory and sales from your Sugar.

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Features

View Sync History

Track your sync history with your integrated logs.  Resolve conflicts with the help of error messages found in the QuickBooks log file and track sync status messages.

Sync On-Demand

A feature that allows you to sync a record immediately to QuickBooks whenever you want to. This relieves you of the wait process that the scheduler makes you go through. The Immediate sync can be done at record and module levels.

Priority configuration for conflict resolution

Set priority configuration in case of double data entry. Designate either Sugar or QuickBooks as a parent station. If your data has been changed at both ends; the information available on parent station will override the information present at the other end.

Bidirectional Customers Syncing

Save time on repetitive data entry. Sync existing and new customers in QuickBooks and Sugar at the same time with RT QuickBooks Sync. The plugin automatically syncs QuickBooks customers and Sugar Accounts bidirectionally and keeps the two forums updated.

Limited synchronization of Tax Classes and Tax Rates

This plugin handles taxation and codes in QuickBooks Online. The user can categorize transactions using classes and add tax value to manage tax payments. Tax deductions are calculated and payment dues are tracked from within Sugar.

Assign Teams for the sync processes

You can configure as to which teams should the records be assigned to , when those records sync in from QuickBooks to Sugar. You can assign either Global or custom teams to the synced records.

Customized synchronization scheduling

Schedule data sync in which you decide the syncing time yourself. Determine what has to be synced and what not. Give priority to Sugar or QuickBooks records . The feature gives complete/ full control of the scheduler to the user.

pricing

Monthly Plan

$99

per instance, monthly

(30-days trial)

On-Site/On-Demand

  • Support included
  • License for one production Sugar instance
  • Works with these editions:
    • Professional
  • Works with versions 7.2.0 to above

Yearly Plan

$990

per instance, yearly

(30-days trial)

On-Site/On-Demand

  • Support included
  • License for one production Sugar instance
  • Works with these editions:
    • Professional
  • Works with versions 7.2.0 to 7.6

* All purchases come with a 30-day money back guarantee. We’ve tested and stand behind everything.
* We also offer one time purchase. Please Contact us for quotation.

Documentation

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Documentation for sugar 7

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Documentation FOR SUGAR 7

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