Next-Level ChabadOne Efficiency with Data Operations & App Integrations
Improve operations across your departments and derive the best value out of your business data
- Integrate
Top Integrations
Salesforce and QuickBooks Online Integration
Why you should automate with ChabadOne?
Enhance your ChabadOne ROI by simplifying your data operations and integrating applications. Our services ensure smooth data flow and connectivity, providing a centralized platform for informed decision-making and improved business performance
Usecases
Seamless Invoice Generation
Automate invoice creation in the accounting/ERP system from sales activities logged in the CRM, improving billing efficiency.
Enhanced Financial Visibility
Provide sales teams with access to financial data within CRM for a comprehensive view of customer accounts, enabling better sales decisions.
Accurate Revenue Forecasting
Integrate CRM sales data with accounting/ERP for real-time revenue tracking and more accurate forecasting.
Pre-built Templates
Get started quickly with our pre-built templates
FAQs
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
This adapter supports almost all major versions of Salesforce, such as Unlimited, Professional, Enterprise and Non-Profit editions.
- QuickBooks 2008 and later US versions.
- QuickBooks 2008 UK and Canada and later versions.
You can generate the following transactions in QuickBooks from Salesforce: Invoice, Sales Order, Sales Receipt, Estimate, and Credit Memo. Besides, by using customization you can generate Purchase Order and Timesheet transactions as well.
AR and AP transactions can be generated in QuickBooks from ChabadOne CRM. Sales Receipts are part of a standard integration template.
The sync can happen every 5-10 minutes. This can be scheduled and configured in your QuickBooks WebConnector. And yes, the synchronisation can be a completely automated process.
Yes, DBSync supports product hierarchy within salesforce.com as it is supported in QuickBooks.
You definitely have the ability to do that.
No, the installation is completely free.
Absolutely, DBSync is a completely flexible solution which can be customized for unique business processes.
Yes, we're happy to provide only the product that meets your business needs. And you always have the flexibility to upgrade your license to support your business growth.
Definitely, 14-day free trial is available after completing the registration process.
Get started
What to learn how we can help automate your business in less than an hour?
Contact Integration Expert
Questions about our product, pricing, or offerings? Fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.
