Salesforce & QuickBooks Migration

Overview


This process migrates data from QuickBooks to Salesforce. Below are list of objects and transactions which can be pushed from QuickBooks into Salesforce.

  • Customer as Account
  • Items as Products (default to Standard Price Book)
  • Invoices/SalesOrder/SalesReceipt as Closed-Won Opportunities
  • CreditMemo as Closed-Lost Opportunities

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.

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 Salesforce from QuickBooks?

We can generate following transactions in Salesforce from QuickBooks:

  • Accounts
  • Products
  • Opportunities
  • Contacts
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.