Oana Cengher
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Recent activity by Oana Cengher-
Using the QuickBooks Online Integration
Overview The integration is ready to work out of the box with minimal configuration needed. This section will cover the most common uses and settings of the integration. Table of Content How to...
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How To install QuickBooks Desktop in SugarCRM
Overview This application synchronizes data between Sugar and QuickBooks. The installation requires three steps: A. Installation of the Sugar – QuickBooks Integration module within Sugar B....
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Field Mapping in the QuickBooks Desktop Integration
Overview This is an optional step unless you want to set up custom field mapping between QuickBooks and Sugar. If you intend to map a custom QuickBooks field you must complete the How to install...
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How to use the QuickBooks Desktop integration without SSL
Overview This is an OPTIONAL step if you need to use the integration WITHOUT SSL, otherwise, you can skip this guide and proceed to the How to install The QuickBooks Web Connector guide. NOTE: T...
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How to use a Custom Sync-Key Mapping for Accounts/Customers
Overview You will need to have the QuickBooks Web Connector installed and configured in order to complete the following steps. By default, the QuickBooks integration matches Sugar Accounts and Qu...
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Troubleshooting the QuickBooks Desktop Integration
Overview This article explains how to perform basic troubleshooting for the QuickBooks Desktop - Sugar integration for any sync issues. To investigate issues, it's necessary to run a test sync. Th...
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How to use the various QuickBooks Modules and Features in Sugar
Overview Some of these modules will not be used by the integration depending on what version of QuickBooks you have installed and what features your QuickBooks license allows for. There are 9 di...
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Using the QuickBooks Desktop Integration
Overview The integration is ready to work out of the box with minimal configuration needed. This section will cover the most common uses and settings of the integration. Table of Contents 1. How...
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Overview and Installation
Overview SugarCRM and Sage are incredibly popular solutions in their respective spaces, CRM and ERP. It only makes sense to integrate them for a truly synergetic user experience. The Faye Su...
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Creating a UDF to Exclude Customers From Sugar Sync
Overview How to create the checkbox user-defined field (UDF) to prevent the customer from being included in the automated sugar sync process. Checking the checkbox (or flagging it as “yes”) will e...