{"id":10618,"date":"2015-06-29T08:57:31","date_gmt":"2015-06-29T08:57:31","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10618"},"modified":"2015-06-29T08:57:31","modified_gmt":"2015-06-29T08:57:31","slug":"promote-orders-from-sage-crm-to-quickbooks-using-gumu-link","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/29\/promote-orders-from-sage-crm-to-quickbooks-using-gumu-link\/","title":{"rendered":"Promote Orders from Sage CRM to QuickBooks using GUMU™ link"},"content":{"rendered":"

GUMU™ for Sage CRM \u2013 QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa.\u00a0In our GUMU™ link there are number of Synch processes. Today in this blog we will walk through the promote order process.
\nIn this GUMU™ integration link, user can create order using standard Sage CRM opportunity workflow and later can promote to QuickBooks by running GUMU™ promote order process.
\nWhile user creates order for any QuickBooks customer and want to promote it to QuickBooks, they have to make sure below points,<\/p>\n

New Stuff:<\/strong><\/span>\u00a0Calculate Sales Tax in Sage CRM using AvaTax API<\/a><\/p>\n

Step 1:<\/strong> The Pricing list selected on Sage CRM order should be QuickBooks pricing list (as shown in below image).
\n\"PricingList\"<\/a>
\nStep 2:<\/strong> The link check box and document type should be selected as \u201cOrder\u201d please refer below image.
\n\"QuickBooks_DocNo\"<\/a>
\nStep 3:<\/strong> Once user added line items to Sage CRM order then they can promote it using GUMU™ Promote order process.
\n\"Untitled\"<\/a>
\nOnce order is promoted to QuickBooks a document number field will be populated with corresponding QuickBooks order number as shown in below image.
\n\"Untitled3\"<\/a>
\nPlease note that once order is promoted from Sage CRM to QuickBooks successfully, further changes to that order in Sage CRM will not be reflected to QuickBooks.\u00a0For any further assistance you can always contact us on sage@greytrix.com.<\/p>\n

Also read :<\/span><\/strong><\/p>\n

1. GUMU for Sage CRM \u2013 QuickBooks integration \u2013 Synchronization processes<\/a>
\n2. Configuring GUMU for Sage CRM \u2013 QuickBooks Integration<\/a>
\n3. GUMU™ Integration for Sage CRM is now compatible with Australian Version of QuickBooks<\/a>
\n4. GUMU for SageCRM \u2013 QuickBooks Integration<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

GUMU™ for Sage CRM \u2013 QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa.\u00a0In our GUMU™ link there are number of Synch processes. Today in this blog we will walk through the promote order process. In this GUMU™ integration link, user can create order using standard\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1238,1726,1856,2010],"class_list":["post-10618","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-gumu","tag-order-promote","tag-quickbooks","tag-sage-crm"],"yoast_head":"\nPromote Orders from Sage CRM to QuickBooks using GUMU™ link - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/29\/promote-orders-from-sage-crm-to-quickbooks-using-gumu-link\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Promote Orders from Sage CRM to QuickBooks using GUMU™ link - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU™ for Sage CRM \u2013 QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa.\u00a0In our GUMU™ link there are number of Synch processes. 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