{"id":11773,"date":"2016-01-21T11:57:21","date_gmt":"2016-01-21T11:57:21","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11773"},"modified":"2016-01-21T11:57:21","modified_gmt":"2016-01-21T11:57:21","slug":"sync-company-data-from-sage-crm-to-quickbooks-using-gumu-link","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/21\/sync-company-data-from-sage-crm-to-quickbooks-using-gumu-link\/","title":{"rendered":"Sync Company Data from Sage CRM to QuickBooks using GUMU™ link"},"content":{"rendered":"

GUMU™ for Sage CRM \u2013 QuickBooks integration link is external bi-directional link which sync data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are number of Sync processes. Today in this blog we will walk through the process of syncing company data from Sage CRM to QuickBooks customers using GUMU Promote Customers<\/strong> process.<\/p>\n

New Stuff:<\/span> GUMU™ for Sage CRM \u2013 QuickBooks integration \u2013 GUMU Scheduler<\/a><\/p>\n

For syncing company data from Sage CRM to QuickBooks, Sage CRM user have to make sure of below points,
\nStep 1<\/strong>:- The\u00a0linked<\/strong> check box\u00a0from Sage CRM company summary screen should be checked. If this\u00a0linked<\/strong> check box\u00a0is not checked then GUMU™ will not sync data between two applications i.e. Sage CRM and QuickBooks. This check box indicates whether user wants to sync this particular company as a customer in QuickBooks.
\n\"MM1\"<\/a>
\nStep 2<\/strong>:- Also make sure user should enter valid values in fields such as Sales Tax Code, Payment Terms and Price Level(refer below screenshot).
\n\"MM2\"<\/a>
\nStep 3<\/strong>:- Once user created company in Sage CRM by using above details like Linked<\/strong> checkbox, sales Tax Code, Payment Terms and Price Level then it can be synchronized to QB by running GUMU™ Promote Customer<\/strong> process.
\n\"MM3\"<\/a><\/p>\n

Please note that while running this process, it also synchs existing customer data to QuickBooks which is updated after the last time when this process was synched by the user.<\/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 Sage CRM \u2013 QuickBooks integration \u2013 GUMU Scheduler<\/a>
\n5. 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 sync data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are number of Sync processes. Today in this blog we will walk through the process of syncing company data from Sage CRM to QuickBooks customers using GUMU\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":[1525,1831,1856,1986,2374],"class_list":["post-11773","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-linked-customer","tag-promote-customer","tag-quickbooks","tag-sage-50","tag-sync-company-data"],"yoast_head":"\nSync Company Data 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\/2016\/01\/21\/sync-company-data-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=\"Sync Company Data 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 sync data from Sage CRM to QuickBooks and vice versa. 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