Summary of Functionality:

Summary

• SageCRM communicates in real time to Quickbooks
• Users can easily see Quickbooks information inside SageCRM over the Internet without Quickbooks installed locally.

Customers

• Import Wizard to easily import one or many companies from SageCRM to Quickbooks
• Promote companies from Sage CRM to Quickbooks

Invoice/Bids/Payment Summaries

• For any customer, view all invoices, bids, and payments. For Invoices, view total amount, and balance remaining.
• User can drill down to invoice/quote details to see entire invoice/quote including line items.

Invoice/Quote Entry Screens

• User can easily create invoices and quotes from SageCRM.