Salesforce Cloud Conversion and QuickBooks Desktop 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
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.
