Salesforce and QuickBooks Online Integration
Improve operations across your departments and derive the best value out of your business data
- Integrate
Features
With our pre-built integration, Synchronize Salesforce Account/Contact, Product, Opportunity to QuickBooks Desktop Customer/Contact, Item (Service, Inventory, Non-inventory) and Transactions (Invoice, Sales Order, Sales Receipt, Estimate) respectively, and vice-versa
Synchronize custom objects and fields in Salesforce with QuickBooks Desktop
Migrate legacy QuickBooks data into Salesforce and vice-versa
Pre-Built Templates for recurring invoices, split invoices and inventory management
Real-time updates in QuickBooks by leveraging Salesforce Outbound messages
Event Logs and Email Notifications to the administrator
Extensible to integrate other Force.com applications such as ServiceMax, TargetRecruit or any other force.com app on AppExchange like Time Sheets, Manufacturing Reports etc.
Benefits
Automate sales orders, invoices, payments, inventory management and more processes
Better performance on a variety of accounting metrics due to quick and easy information sharing between sales and accounting
No more errors from manual and double data entry
Easy to use, with DBSync’s pre-built and automated workflows
Simple pricing model with no per-user licensing
FAQs
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
Yes, and you also have the flexibility to make it uni-directional if you choose.
This connector is for QuickBooks Online only. But you can check out the DBSync Salesforce - QuickBooks Online connector here
We are compatible with all major versions of Salesforce like Unlimited, Professional, Enterprise and Non-Profit editions.
You can generate following transactions in QuickBooks from Salesforce: Invoice, Sales Order, Sales Receipt, and Estimate. By using customization you can generate Credit Memo, Purchase Order, Timesheet transactions as well.
A transaction in QuickBooks will be created once an Opportunity in Salesforce is marked ‘Closed Won.’
Absolutely, DBSync is a completely flexible solution which can be customized for unique business processes.
Yes, DBSync supports product hierarchy within Salesforce.com as available in QuickBooks.
We support both complete and incremental synchronization. The connector automatically tracks the last record processed so that you can synchronize only the updated records and never miss a record.
Yes, you can install it on your Sandbox to test the integration and then switch to the production instance.
DBSync’s integration includes a scheduler, using which any process can be automated to run at predefined intervals. You can perform synchronizations as frequently as 5 minutes.
Definitely, 14-day free trial is available after completing the registration process
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