{"id":11876,"date":"2016-01-25T12:42:09","date_gmt":"2016-01-25T12:42:09","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11876"},"modified":"2025-01-28T04:59:46","modified_gmt":"2025-01-28T04:59:46","slug":"import-invoices-from-quickbooks-to-sage-crm-using-gumu-link","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-invoices-from-quickbooks-to-sage-crm-using-gumu-link\/","title":{"rendered":"Import Invoices from QuickBooks to Sage CRM using GUMU&#x2122; link"},"content":{"rendered":"<p>GUMU&#x2122; for Sage CRM \u2013 QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa.\u00a0In previous blog, we discussed about Import Products \u00a0GUMU process.<br \/>\nToday in this blog, we will go through Import Invoice synch process which imports invoices from QuickBooks to Sage CRM. The process for importing invoices is exactly the same as importing of orders. The only difference is that the document type is set as \u201cInvoice\u201d.<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #993300;\">New Stuff:<\/span> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/20\/gumu-for-sage-crm-quickbooks-integration-gumu-scheduler\/\" target=\"_blank\" rel=\"noopener\">GUMU&#x2122; for Sage CRM \u2013 QuickBooks integration \u2013 GUMU Scheduler<\/a><\/p>\n<p><strong>Note:<\/strong> \u00a0Before running the Import Invoice process, please make sure you have already <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-productproduct-family-from-quickbook-to-sage-crm-using-gumu-link\/\" target=\"_blank\" rel=\"noopener\">Imported Product from QuickBooks to Sage CRM<\/a>.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/01\/rm1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-11882\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/01\/rm1.jpg\" alt=\"rm1\" width=\"700\" height=\"343\" \/><\/a><br \/>\nLet&#8217;s go through the steps to bring all QuickBooks invoices in Sage CRM:<br \/>\n1. Start GUMU application.<br \/>\n2. Select Synchronization tab<br \/>\n3. Select the \u201cImport Invoice\u201d process.<br \/>\n4. Right click and run the process as shown in below image.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/01\/rm2.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-11881\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/01\/rm2.jpg\" alt=\"rm2\" width=\"700\" height=\"233\" \/><\/a><br \/>\nAfter the invoices are imported user can view these invoices in Sage CRM in order entity.<br \/>\nFor more information, please get back to us at <a href=\"mailto:Sage@greytrix.com\">Sage@greytrix.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>GUMU&#x2122; for Sage CRM \u2013 QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa.\u00a0In previous blog, we discussed about Import Products \u00a0GUMU process. Today in this blog, we will go through Import Invoice synch process which imports invoices from QuickBooks to Sage CRM. The process for\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-invoices-from-quickbooks-to-sage-crm-using-gumu-link\/\">Read More &raquo;<\/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":[1397,1398,1435,1451,1851,2010],"class_list":["post-11876","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-import-invoice","tag-import-invoice-process","tag-integration","tag-invoice","tag-quickbook","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Import Invoices from QuickBooks to Sage CRM using GUMU\u2122 link<\/title>\n<meta name=\"description\" content=\"Learn how to import invoices from QuickBooks to Sage CRM using GUMU Link. Step-by-step instructions for seamless integration and improved financial management.\" \/>\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\/25\/import-invoices-from-quickbooks-to-sage-crm-using-gumu-link\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Import Invoices from QuickBooks to Sage CRM using GUMU\u2122 link\" \/>\n<meta property=\"og:description\" content=\"Learn how to import invoices from QuickBooks to Sage CRM using GUMU Link. Step-by-step instructions for seamless integration and improved financial management.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-invoices-from-quickbooks-to-sage-crm-using-gumu-link\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2016-01-25T12:42:09+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-28T04:59:46+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/01\/rm1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-invoices-from-quickbooks-to-sage-crm-using-gumu-link\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-invoices-from-quickbooks-to-sage-crm-using-gumu-link\/\",\"name\":\"Import Invoices from QuickBooks to Sage CRM using GUMU\u2122 link\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-invoices-from-quickbooks-to-sage-crm-using-gumu-link\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-invoices-from-quickbooks-to-sage-crm-using-gumu-link\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/01\/rm1.jpg\",\"datePublished\":\"2016-01-25T12:42:09+00:00\",\"dateModified\":\"2025-01-28T04:59:46+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"description\":\"Learn how to import invoices from QuickBooks to Sage CRM using GUMU Link. 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