RT QuickBooks

RT QuickBooks is a Sugar plugin developed by Rolustech that integrates QuickBooks accounting software into the SugarCRM system. This integration aims to help small to medium-sized businesses efficiently manage their accounting and financial data within their CRM platform. According to the vendor, the following key features are offered:

Sync History: Users can track sync history with integrated QuickBooks logs in Sugar. This feature allows users to resolve conflicts by referring to error messages found in the QuickBooks log file and monitor sync status messages.

Sync On-Demand: The product enables users to sync a record immediately to QuickBooks whenever needed, eliminating the wait process required by the scheduler. This feature allows for immediate sync at both record and module levels.

Priority Configuration for Conflict Resolution: Users can set priority configuration in case of double data entry. They can designate either Sugar or QuickBooks as the parent station and override conflicting information with the data available on the parent station.

Bidirectional Customers Syncing: The product allows for bidirectional syncing of existing and new customers between QuickBooks and Sugar. This feature aims to ensure that both platforms are updated with the latest customer information and eliminate repetitive data entry.

Limited Synchronization of Tax Classes and Tax Rates: Users can handle taxation and codes in QuickBooks Online. This feature enables users to categorize transactions using classes and add tax values for tax management. It also allows for the calculation of tax deductions and tracking of payment dues from within Sugar.

Assign Teams for the Sync Processes: Users can configure teams to which records should be assigned when syncing from QuickBooks to Sugar. They can assign global or custom teams to the synced records.

Customized Synchronization Scheduling: The product offers the flexibility to determine the syncing time that best suits the business needs. Users can customize the data to be synced between Sugar and QuickBooks and prioritize either Sugar or QuickBooks records for syncing.