ChabadOne and QuickBooks Integration
Category
QuickBooks
Overview
Benefits
With this offering aimed to service the thousands of not-for-profit Chabad centers around the world, DBSync strives to integrate disconnected processes providing organizations with a number of benefits:
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Eliminate dual entry of data, saving time and minimizing data entry errors by pushing data changes between ChabadOne CRM and accounting systems.
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Give stakeholders access to vital financial information within the CRM system, so they can provide a higher level of service and engagement to members and affiliates.
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Reduce the workload on the shluchim and their staff, enabling them to inspire more people, manage payments, donations, etc., with a controlled access to accounting functions.
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Streamline the processes and improve workflow to enable a non-profit organization to become more agile and responsive to its members and changes in the community.
FAQ
This adapter supports almost all major versions of Salesforce, such as Unlimited, Professional, Enterprise and Non-Profit editions.
QuickBooks 2008 and later US versions and 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 a flexibility to upgrade your license to support your business growth.
Definitely, 14-day free trial is available after completing the registration process
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