Results 1 to 10 of 10
Like Tree6Likes
  • 1 Post By GreginSJ
  • 1 Post By eggsurplus
  • 1 Post By ChloeFBSG
  • 1 Post By davidfaye
  • 1 Post By amanda_anderson
  • 1 Post By peeterm

Thread: Official SugarCRM Integration for Quickbooks (2011 and newer)

  1. #1
    Chris_C's Avatar
    Chris_C is offline Sugar Community Member
    Join Date
    Jun 2011
    Location
    Connecticut
    Posts
    296

    Talking Official SugarCRM Integration for Quickbooks (2011 and newer)

    Background:

    There are 2 OFFICIAL Salesforce (Sugar's primary competitor) Integrations for Quickbooks - developed by Intuit and Salesforce themselves (!!!!) - and available in the official Quickbooks app store - and priced for the masses with a very low monthly subscription fee.

    The more interesting of the two Salesforce QuickBooks Integrations, is the one developed by Intuit:
    Intuit App Center: App overview - Salesforce Integration for QuickBooks

    Strengths:
    * VERY attractively priced at $20/month (for the version that plugs into salesforce group edition - up to 5 users) or $40/month (plugs into salesforce pro edition - unlimited users?) PER Quickbooks Company file.
    * The other official integration is developed by Salesforce but it's much more expensive - $23 and $65 per month PER USER - which makes it far less interesting.

    Weakness of the salesfore QB integrations:
    * It's a pretty bad flaw - they require FLASH support in the user's browser - making them totally incompatible with the Apple iPhone , iPod, iPad - and utterly useless for the millions of sales road warriors loyal to iDevices.

    I request that SugarCRM develop directly - or partner with Intuit - or sponsor the development by an outside development team - an OFFICIAL SugarCRM Quickbooks Integration:

    Why an official Sugar QB Integration :
    * SugarCRM NEEDS this for growth - it would essentially *guarantee* that ALL Sugar users - no matter large or small their company is - can CHEAPLY and RELIABLY eliminate manual double data entry of bookkeeping data in Sugar and a crucial bookkeeping system - saving significant time, manpower, and lost sales due to missing, incorrect, or outdated information,

    Why is it low risk high reward:
    * No backward compatibility needed. Only needs to be compatible with Quickbooks 2011 and newer, and Quickbooks Online (just like the salesforce integration) - because 2011 is widely accepted as the highest quality, most mature, reliable, and grown up release of Quickbooks ever,

    Reusability:
    * sequels to the SugarCRM Integration should enable Sugar to talk to the rest of the top 10 most popular bookkeeping systems, and to open-source (and closed source) ERP systems - for example OpenERP, Oracle ERP, SAP ERP, etc. The only requirement is the standard SOAP interface,

    Why it will help Sugar beat Salesforce:
    * Use NO Flash in the browser - just standard HTML5 - for 100% mobile compatibility for road warriors - this is where Sugar will trounce the Salesforce competition which uses Flash,
    * attractively priced ($20 for CE and $40 for Pro and above - per QB company file, per month).

    -Chris
    Last edited by Chris_C; 2012-01-24 at 07:46 PM. Reason: clarity

  2. #2
    jmertic's Avatar
    jmertic is offline Sugar Community Manager
    Join Date
    Dec 2007
    Posts
    3,996

    Default Re: Official SugarCRM Integration for Quickbooks (2011 and newer)

    Quote Originally Posted by Chris_C View Post
    Background:

    There are 2 OFFICIAL Salesforce (Sugar's primary competitor) Integrations for Quickbooks - developed by Intuit and Salesforce themselves (!!!!) - and available in the official Quickbooks app store - and priced for the masses with a very low monthly subscription fee.

    The more interesting of the two Salesforce QuickBooks Integrations, is the one developed by Intuit:
    Intuit App Center: App overview - Salesforce Integration for QuickBooks

    Strengths:
    * VERY attractively priced at $20/month (for the version that plugs into salesforce group edition - up to 5 users) or $40/month (plugs into salesforce pro edition - unlimited users?) PER Quickbooks Company file.
    * The other official integration is developed by Salesforce but it's much more expensive - $23 and $65 per month PER USER - which makes it far less interesting.

    Weakness of the salesfore QB integrations:
    * It's a pretty bad flaw - they require FLASH support in the user's browser - making them totally incompatible with the Apple iPhone , iPod, iPad - and utterly useless for the millions of sales road warriors loyal to iDevices.

    I request that SugarCRM develop directly - or partner with Intuit - or sponsor the development by an outside development team - an OFFICIAL SugarCRM Quickbooks Integration:

    Why an official Sugar QB Integration :
    * SugarCRM NEEDS this for growth - it would essentially *guarantee* that ALL Sugar users - no matter large or small their company is - can CHEAPLY and RELIABLY eliminate manual double data entry of bookkeeping data in Sugar and a crucial bookkeeping system - saving significant time, manpower, and lost sales due to missing, incorrect, or outdated information,

    Why is it low risk high reward:
    * No backward compatibility needed. Only needs to be compatible with Quickbooks 2011 and newer, and Quickbooks Online (just like the salesforce integration) - because 2011 is widely accepted as the highest quality, most mature, reliable, and grown up release of Quickbooks ever,

    Reusability:
    * sequels to the SugarCRM Integration should enable Sugar to talk to the rest of the top 10 most popular bookkeeping systems, and to open-source (and closed source) ERP systems - for example OpenERP, Oracle ERP, SAP ERP, etc. The only requirement is the standard SOAP interface,

    Why it will help Sugar beat Salesforce:
    * Use NO Flash in the browser - just standard HTML5 - for 100% mobile compatibility for road warriors - this is where Sugar will trounce the Salesforce competition which uses Flash,
    * attractively priced ($20 for CE and $40 for Pro and above - per QB company file, per month).

    -Chris
    Thanks Chris for letting us know about this, we are following up internally. Have you looked at the current Quickbooks integrations we have? What are your thoughts on them?
    John Mertic
    Sugar Community Manager

  3. #3
    Chris_C's Avatar
    Chris_C is offline Sugar Community Member
    Join Date
    Jun 2011
    Location
    Connecticut
    Posts
    296

    Default Re: Official SugarCRM Integration for Quickbooks (2011 and newer)

    Quote Originally Posted by jmertic View Post
    Thanks Chris for letting us know about this, we are following up internally. Have you looked at the current Quickbooks integrations we have? What are your thoughts on them?
    Thanks John.

    I'll give my thoughts in a series of replies on this thread, because there are a lot of Sugar Quickbooks Integrations, too many to fit into one post.

    First - I am neutral and unbiased. I've got no relationship with any company or individual that puts out, or anticipates putting out, a Sugar Quickbooks Integration. The only stake I have is as a Sugar and Quickbooks user.

    Richlode's Quickbooks Sugar integration offering:
    Richlode Solutions - SugarCRM consulting, implementation, customization, development and hosting services.
    SugarExchange: Product Details

    The Good:

    a) uses the QB SOAP interface - avoids installing any modules on the QB server which could break in the future, and take the system down.

    b) Bi-direcetional sync of Sugar Account to/from QB Customer. This is great - enter or modify the data in either QB or Sugar.

    c) One-way sync of QB Invoices to Sugar Account - visible on the Sugar Account detail view, implemented with a custom Sugar module. This is OK - but you really need to have bidirectional sync of closed won Sugar Opportunities to QB Invoices.


    The Bad:

    a) It's missing support for syncing a lot of important QB data with Sugar.
    For example:
    You must re-type the data from the Sugar closed won Opportunity into the QB Invoice. Then, the outstanding Invoice will show up in the Sugar Account detail view.
    This wastes significant time , for no reason.
    The end result is you end up with slow or incorrect double entry of data, and an inaccurate or outdated version of reality.

    b) other objects that should be synced but are not:
    Sugar Product Catalog to/from QB Item.
    Sugar Targets to/from QB Potentials (new in QB 2012)

    Sugar Leads to/from QB Leads (new in QB 2012).

    Sugar Calendar events to/from QB Calendar events (new in QB 2012).
    Sugar Calls to/from QB Calls (new in QB 2012).

    Sugar Opportunities to/from QB Jobs.
    Sugar Quotes to/from QB Estimates.
    Sugar Quotes to/from QB Sales Orders.
    Sugar Quotes to/from QB Sales Receipts.

    Sugar Accounts/Contacts and QB Vendors
    Sugar Quotes and QB Purchase Orders
    Sugar Quotes and QB Checks
    Sugar Quotes and QB Bills

    c) Price is high to sync your Sugar Account and QB Customer and Invoice: $300 subscription locked in for 1 year (works out to $25/month).
    The competing Salesforce Quickbooks Integration (not to mention the built-in info@hand QB Integration- possibly a more direct competitor to Sugar) gets you much more complete set of objects sync'd for less money ($20/month for 5-user Salesforce Group edition).

    d) incompatible with 2009+ QB UK, and 2010+ QB Canada.
    This alone leaves out millions of Sugar users in the UK and Canada.
    And, the Salesforce Quickbooks Integration serves these Canada and UK users.

  4. #4
    GreginSJ is offline Junior Member
    Join Date
    Jan 2012
    Posts
    2

    Default Re: Official SugarCRM Integration for Quickbooks (2011 and newer)

    Quote Originally Posted by Chris_C View Post
    Thanks John.

    I'll give my thoughts in a series of replies on this thread, because there are a lot of Sugar Quickbooks Integrations, too many to fit into one post.

    First - I am neutral and unbiased. I've got no relationship with any company or individual that puts out, or anticipates putting out, a Sugar Quickbooks Integration. The only stake I have is as a Sugar and Quickbooks user.

    Richlode's Quickbooks Sugar integration offering:
    Richlode Solutions - SugarCRM consulting, implementation, customization, development and hosting services.
    SugarExchange: Product Details

    The Good:

    a) uses the QB SOAP interface - avoids installing any modules on the QB server which could break in the future, and take the system down.

    b) Bi-direcetional sync of Sugar Account to/from QB Customer. This is great - enter or modify the data in either QB or Sugar.

    c) One-way sync of QB Invoices to Sugar Account - visible on the Sugar Account detail view, implemented with a custom Sugar module. This is OK - but you really need to have bidirectional sync of closed won Sugar Opportunities to QB Invoices.


    The Bad:

    a) It's missing support for syncing a lot of important QB data with Sugar.
    For example:
    You must re-type the data from the Sugar closed won Opportunity into the QB Invoice. Then, the outstanding Invoice will show up in the Sugar Account detail view.
    This wastes significant time , for no reason.
    The end result is you end up with slow or incorrect double entry of data, and an inaccurate or outdated version of reality.

    b) other objects that should be synced but are not:
    Sugar Product Catalog to/from QB Item.
    Sugar Targets to/from QB Potentials (new in QB 2012)

    Sugar Leads to/from QB Leads (new in QB 2012).

    Sugar Calendar events to/from QB Calendar events (new in QB 2012).
    Sugar Calls to/from QB Calls (new in QB 2012).

    Sugar Opportunities to/from QB Jobs.
    Sugar Quotes to/from QB Estimates.
    Sugar Quotes to/from QB Sales Orders.
    Sugar Quotes to/from QB Sales Receipts.

    Sugar Accounts/Contacts and QB Vendors
    Sugar Quotes and QB Purchase Orders
    Sugar Quotes and QB Checks
    Sugar Quotes and QB Bills

    c) Price is high to sync your Sugar Account and QB Customer and Invoice: $300 subscription locked in for 1 year (works out to $25/month).
    The competing Salesforce Quickbooks Integration (not to mention the built-in info@hand QB Integration- possibly a more direct competitor to Sugar) gets you much more complete set of objects sync'd for less money ($20/month for 5-user Salesforce Group edition).

    d) incompatible with 2009+ QB UK, and 2010+ QB Canada.
    This alone leaves out millions of Sugar users in the UK and Canada.
    And, the Salesforce Quickbooks Integration serves these Canada and UK users.
    -----------------------------------------
    This is an excellent and important thread - I hope you keep it going. I agree with Chris that QB integration would seem to be very important to the SugarCRM community. Our company is currently in the process of selecting a CRM solution and Sugar is at the top of our list. As a stand alone product SugarCRM is fantastic and will meet most, if not all, of our CRM needs. However, integration with QuickBooks is a big deal for us, and it appears that the current integration packages available are very weak. Chris is suggesting a serious and robust integration that reaches deep into both packages - Sugar and QB. I hope this is taken seriously by development teams at both companies. Keep the posts coming Chris....

    GreginSJ
    Chris_C likes this.

  5. #5
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
    Join Date
    Dec 2005
    Location
    Minnesota
    Posts
    2,858

    Default Re: Official SugarCRM Integration for Quickbooks (2011 and newer)

    Hey guys,

    FBSG recently released a new bidirectional QuickBooks integration that solves a number of these issues. It eliminates the double entry work as all data gets synced; customers, quotes, invoices, inventory, etc. I just posted a quick write up on it: QuickBooks and SugarCRM? Absolutely!

    Full disclosure: it is available for sale on SugarOutfitters SugarCRM - QuickBooks Integration. However, it is the most complete integration that I've seen so far which is why I mention it. The price is more than the original poster would like but the value is definitely there. With the time saved you should see your ROI immediately.

    -Jason
    Chris_C likes this.
    [SIGPIC][/SIGPIC]

    Using CE and have 2 or more users? You need SecuritySuite - Teams

  6. #6
    ChloeFBSG Guest

    Talking Re: Official SugarCRM Integration for Quickbooks (2011 and newer)

    Quote Originally Posted by eggsurplus View Post
    Hey guys,

    FBSG recently released a new bidirectional QuickBooks integration that solves a number of these issues. It eliminates the double entry work as all data gets synced; customers, quotes, invoices, inventory, etc. I just posted a quick write up on it: QuickBooks and SugarCRM? Absolutely!

    Full disclosure: it is available for sale on SugarOutfitters SugarCRM - QuickBooks Integration. However, it is the most complete integration that I've seen so far which is why I mention it. The price is more than the original poster would like but the value is definitely there. With the time saved you should see your ROI immediately.

    -Jason
    Faye Business Systems Group will be demonstrating the integration at the 2012 Accounting Solutions Conference on Monday, October 22, 2012 - Wednesday, October 24, 2012 held at the Anaheim Marriott, 700 West Convention Way, Anaheim.

    If you can’t make it to the conference to see it in person you can check out the demonstration video here
    [URL="http://www.fayebsg.com/sugarcrm-home/sugarcrm-integrations/sugarcrm-quickbooks-integration/"]SugarCRM - QuickBooks Integration[/URL

    For more information about the conference visit the Sleeters Gourp website http://www.sleeterconference.com/

    -Chloe
    Chris_C likes this.

  7. #7
    davidfaye is offline Junior Member
    Join Date
    May 2010
    Location
    Woodland Hills, CA
    Posts
    6

    Default Re: Official SugarCRM Integration for Quickbooks (2011 and newer)

    Quote Originally Posted by Chris_C View Post
    Background:

    There are 2 OFFICIAL Salesforce (Sugar's primary competitor) Integrations for Quickbooks - developed by Intuit and Salesforce themselves (!!!!) - and available in the official Quickbooks app store - and priced for the masses with a very low monthly subscription fee.

    The more interesting of the two Salesforce QuickBooks Integrations, is the one developed by Intuit:
    Intuit App Center: App overview - Salesforce Integration for QuickBooks

    Strengths:
    * VERY attractively priced at $20/month (for the version that plugs into salesforce group edition - up to 5 users) or $40/month (plugs into salesforce pro edition - unlimited users?) PER Quickbooks Company file.
    * The other official integration is developed by Salesforce but it's much more expensive - $23 and $65 per month PER USER - which makes it far less interesting.

    Weakness of the salesfore QB integrations:
    * It's a pretty bad flaw - they require FLASH support in the user's browser - making them totally incompatible with the Apple iPhone , iPod, iPad - and utterly useless for the millions of sales road warriors loyal to iDevices.

    I request that SugarCRM develop directly - or partner with Intuit - or sponsor the development by an outside development team - an OFFICIAL SugarCRM Quickbooks Integration:

    Why an official Sugar QB Integration :
    * SugarCRM NEEDS this for growth - it would essentially *guarantee* that ALL Sugar users - no matter large or small their company is - can CHEAPLY and RELIABLY eliminate manual double data entry of bookkeeping data in Sugar and a crucial bookkeeping system - saving significant time, manpower, and lost sales due to missing, incorrect, or outdated information,

    Why is it low risk high reward:
    * No backward compatibility needed. Only needs to be compatible with Quickbooks 2011 and newer, and Quickbooks Online (just like the salesforce integration) - because 2011 is widely accepted as the highest quality, most mature, reliable, and grown up release of Quickbooks ever,

    Reusability:
    * sequels to the SugarCRM Integration should enable Sugar to talk to the rest of the top 10 most popular bookkeeping systems, and to open-source (and closed source) ERP systems - for example OpenERP, Oracle ERP, SAP ERP, etc. The only requirement is the standard SOAP interface,

    Why it will help Sugar beat Salesforce:
    * Use NO Flash in the browser - just standard HTML5 - for 100% mobile compatibility for road warriors - this is where Sugar will trounce the Salesforce competition which uses Flash,
    * attractively priced ($20 for CE and $40 for Pro and above - per QB company file, per month).

    -Chris

    Join us to watch a free Webcast on the new SugarCRM QuickBooks Integration. The is currently to most solid QB integration.
    SugarCRM QuickBooks Integration Webcast

    Title: QuickBooks SugarCRM Integration: Eliminate Redundant Data Entry and Associated Errors
    Date: Friday, November 2, 2012
    Time: 10:00 AM - 11:00 AM PDT

    The SugarCRM – QuickBooks Integration features include:
    • Two Way Sync between Sugar and Quickbooks
    • Syncs customers, inventory, invoice history, and sales orders
    • Enter quotes & sales orders into Sugar and have them appear in Quickbooks
    • Post invoices in Quickbooks and have them appear in Sugar (with line items)
    • Add new accounts in Sugar and have them appear in Quickbooks
    • Update customer addresses in Quickbooks and have them appear in Sugar
    • Be able to see inventory items, standard prices and costs, and quantity on hand in Sugar
    • Syncing can occur on a scheduler and defaults to every 10 minutes
    • Custom mapping of custom fields
    • Works with Quickbooks Pro, Premier, Enterprise, and Online
    • Works with Sugar hosted in the cloud or Sugar on an in-house server
    • Easy to install, easy to use


    For more information click here
    Chris_C likes this.

  8. #8
    amanda_anderson is offline Junior Member
    Join Date
    Jul 2010
    Posts
    1

    Default Re: Official SugarCRM Integration for Quickbooks (2011 and newer)

    This week Epicom released its QuickBooks integration for SugarCRM on Intuit App Center. It comes with a 30-day free trial and a monthly subscription with unlimited users. Here is the link to the app store if you are interested in checking it out: https://appcenter.intuit.com/epicom
    Chris_C likes this.

  9. #9
    peeterm is offline Junior Member
    Join Date
    May 2009
    Posts
    29

    Default Re: Official SugarCRM Integration for Quickbooks (2011 and newer)

    Cloudbee likes this.

  10. #10
    chloe.larnach is offline Junior Member
    Join Date
    Oct 2011
    Posts
    6

    Default Re: Official SugarCRM Integration for Quickbooks (2011 and newer)

    Join us for our webcast May 23 to learn 4 ways to save time and money with the QuickBooks SugarCRM integration

    Register here: QuickBooks SugarCRM Integration Webcast ERPVAR

    1. Get Orders Entered More Timely into QuickBooks
    Enter sales orders in SugarCRM and sync them into QuickBooks in real-time, orders can be entered on laptops, iPads, and other mobile devices by salespeople on the road. No longer do you have to wait for remote access to QuickBooks or emailing orders into the office. Orders can be entered right away through SugarCRM, and they will then automaticaily appear in QuickBooks.
    2. Eliminate Redundant Data Entry
    Sales orders into Sugar and having them automatically transfer into QB eliminates duplication of data entry and increases the accuracy of orders in QB. Inventory changes and Customer name and address changes in one system can be instantly updated in the other as well.
    3. Eliminate Need for Expanding Quickbooks User Licenses by Seeing ERP Data in SugarCRM
    Sales reps can now see on hand inventory quantities, open sales orders, invoice history, customer credit information, and everything they used to have to either lookup directly in QB or call someone to lookup for them. Companies can now potentially downgrade QB user licenses, because these “inquiry users” no longer will need access to QuickBooks.
    4. Ability to View QuickBooks ERP Data in the Cloud and on mobile devices through SugarCRM
    SugarCRM allows sales reps to view QuickBooks ERP data on the road, on their iPads, and on other mobile devices without being connected to the office. While Intuit is still getting their act together with their QuickBooks Online product, Sugar is one of the only ways to be able to see QuickBooks inventory, invoice history, and sales history data in the cloud.


    Chloe

Thread Information

Users Browsing this Thread

There are currently 2 users browsing this thread. (0 members and 2 guests)

Similar Threads

  1. Help with Quickbooks Integration to SugarCRM Enterpise
    By opengear in forum General Discussion
    Replies: 3
    Last Post: 2013-05-13, 06:40 PM
  2. QuickBooks Integration
    By jbalyo in forum General Discussion
    Replies: 33
    Last Post: 2013-02-16, 11:25 AM
  3. Quickbooks Integration...
    By zphd24 in forum General Discussion
    Replies: 5
    Last Post: 2011-09-22, 12:25 PM
  4. SugarCRM 6.x integration solution for QuickBooks
    By richlode in forum Classifieds
    Replies: 0
    Last Post: 2011-03-24, 12:26 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •