Salesforce & QuickBooks Bidirectional Process or Profile helps you sync data between Salesforce and QuickBooks. IT helps you streamline your data, automate your business process, insure data accuracy between Salesforce and QuickBooks and eliminate redundancy of data entry. To use this Profile, DBsync application should be installed on your Salesforce instance. The mappings considered in this sync are:
- Salesforce Accounts to QuickBooks Customer
- Salesforce Products to QuickBooks Items(Service, Inventory, NonInventory)
- Salesforce Opportunities to Transactions (Invoice, SalesOrder, SalesReceipt, Estimate)
- QuickBooks Customer to Salesforce Account, Contact
- QuickBooks Items to Salesforce Products
- QuickBooks Transactions to Salesforce Opportunities
- QuickBooks ReceivePayments to Salesforce Custom Payment Objects
This profile supports almost all major versions of Salesforce: Salesforce Unlimited Edition, Salesforce Professional Edition (with or without products module), Enterprise Edition, and the Non-Profit Edition.
This Profile Supports All Major versions of QuickBooks: QuickBooks 2008 and later US, QuickBooks 2008 UK, Canada and Australia. To Learn More Click here
Frequently Asked Questions
What Versions of Salesforce this Profile Support?
IT supports almost all major versions of Salesforce Salesforce Unlimited Edition, Salesforce Professional Edition (with or without products module), Enterprise Edition, and the Non-Profit Edition.
What Versions of QuickBooks this profile supports?
Following versions of QuickBooks are supported by DBSync:
- QuickBooks 2008 and Later US
- QuickBooks 2008 UK, Canada and Australia
Can I get a trial of DBSync?
DBSync is available free for 30 days trial after going through Signup process.
Does this profile support Bi-directional Sync?
Yes. This profile supports Bi-Directional Sync. You also have the control to make sync unidirectional or as required by your business model.
This Profile is available with On-Demand Version or On-Premise Version of DbSync?
This profile is available with both On-Demand and On-Premise Versions of DBSync.
What transaction types can we generate in QuickBooks from Salesforce?
We can generate following transactions in QuickBooks from Salesforce:
- Sales Orders
- Sales Reciepts
- Credit Memos
With Customization you can generate Purchase Order, Time sheets.
What transaction types can we generate in Salesforce from QuickBooks?
We can generate following transactions in Salesforce from QuickBooks:
Is product Hierarchy supported in DBSync?
Yes. DBSync supports product hierarchy within salesforce.com as it is supported in QuickBooks.
Can I create Custom Mappings in DBSync?
Yes. DBSync is a complete flexible solution and it fully supports custom mappings.