Synchronize Sales Order from Sage CRM to QuickBooks

This process syncs Sage CRM Sales Orders to QuickBooks. Sales Orders can only be added from Sage CRM to QuickBooks but cannot be updated. Note: The user used for creating transactions in Sage CRM must be different from the user used in the GUMU™ Configuration.

Sage CRM: Navigation: Click ‘+’ > Orders

GUMU™ Cloud Portal: Sync Sales Orders from Sage CRM to QuickBooks

QuickBooks: Navigation: Customers > Sales Order Fulfilment Worksheet

Double click on the order you want to view