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Integrate SugarCRM with QuickBooks Online

Appy Pie Connect allows you to automate multiple workflows between SugarCRM and QuickBooks Online

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About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

QuickBooks Online Integrations
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Best ways to Integrate SugarCRM + QuickBooks Online

  • SugarCRM Integration QuickBooks Online Integration

    SugarCRM + QuickBooks Online

    Create Customer to QuickBooks Online from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • SugarCRM Integration QuickBooks Online Integration

    SugarCRM + QuickBooks Online

    Create Invoice to QuickBooks Online from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    QuickBooks Online Integration Create Invoice
  • SugarCRM Integration QuickBooks Online Integration

    SugarCRM + QuickBooks Online

    Update Invoice in QuickBooks Online when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    QuickBooks Online Integration Update Invoice
  • SugarCRM Integration QuickBooks Online Integration

    SugarCRM + QuickBooks Online

    Create Sales Receipt to QuickBooks Online from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    QuickBooks Online Integration Create Sales Receipt
  • SugarCRM Integration QuickBooks Online Integration

    SugarCRM + QuickBooks Online

    Create Customer to QuickBooks Online from New Contact in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Contact
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • SugarCRM Integration {{item.actionAppName}} Integration

    SugarCRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect SugarCRM + QuickBooks Online in easier way

It's easy to connect SugarCRM + QuickBooks Online without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Create Case

    Create a new case

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How SugarCRM & QuickBooks Online Integrations Work

  1. Step 1: Choose SugarCRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick QuickBooks Online as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from SugarCRM to QuickBooks Online.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SugarCRM and QuickBooks Online

SugarCRM

SugarCRM is a CRM (Customer Relationship Management. software that is used to run a business in an organized and efficient manner. It helps organizations provide better customer service, manage leads, sales, marketing and employee management.

QuickBooks Online

QuickBooks Online is a cloud-based accounting software used by small businesses to track their finances, inventory and other data important for their business. QuickBooks Online helps businesses keep track of their financial records, make better decisions, avoid late payment penalties, pay employees on time and even send invoices.

Integration of SugarCRM and QuickBooks Online

Integrate SugarCRM and QuickBooks Online seamlessly for better management of your company’s sales, contacts, accounts and inventory. With integrated SugarCRM and QuickBooks Online, you can easily export or import your sales activities from SugarCRM to QuickBooks Online. The integration lets you do the fplowing:

Export a list of sales activities from SugarCRM to QuickBooks Online with selected fields such as contact name, sale date, sale price, quantity spd, account number and more.

Import a list of sales activities from QuickBooks Online to SugarCRM with selected fields like the contact name, invoice number and more.

Automatically synchronize your SugarCRM contacts with QuickBooks Online customers.

Automatically synchronize SugarCRM products with QuickBooks Online inventory items.

QuickBooks Online users can directly log in to SugarCRM and use Sugar’s traditional user interface. They can also use Sugar’s mobile app on their devices. You can choose which of these options to go for.

Benefits of Integration of SugarCRM and QuickBooks Online

The integration increases the efficiency of your organization in the fplowing ways:

Quickly access data from both the systems at once, without switching among multiple screens.

Automate data entry processes with the integration, so that your employees don’t need to enter data twice. For example, you can automatically create new SugarCRM contacts for all your QuickBooks Online customers. You can also automatically associate SugarCRM products with each product in QuickBooks Online inventory when you synchronize your inventory items with SugarCRM products.

Use the mobile app to access data while on the go and complete tasks quickly. For example, you can create new leads while working on the field and add them to your SugarCRM database later on. You can also assign tasks to your employees and check their status using the mobile app.

The process to integrate SugarCRM and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.