Salesforce and QuickBooks Desktop Integration
With Salesforce & QuickBooks Desktop Integration, automate invoicing and estimates and eliminate double data entry. Synchronize customer, product, opportunity, and transaction data across your applications to streamline business processes and give time back to your teams.
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Get Started with Salesforce Quickbooks Desktop Integration
Documentation
Access our comprehensive documentation to master every aspect of our Salesforce Quickbooks Desktop Integration with detailed guides and references.
Tutorials
Enhance your skills with our step-by-step tutorials designed to help you implement and optimize SaaS replication efficiently.
Recorded Webinar
Gain insights on latest application integration trends and easily setup your Salesforce QuickBooks Desktop integrations with our recorded webinars
Walkthrough Demo
Experience our product firsthand with an interactive walkthrough demo that showcases the key features and benefits of our SaaS replication solutions.
Features
- Prebuilt Templates: No More Building from ScratchBusiness teams can quickly build integrations in a no-code environment using our prebuilt templates, already loaded with pre-configured data mappings that most businesses need to eliminate custom development effort.
Example Data mappings:
Salesforce: Accounts/Contacts,Child Accounts, Opportunity & Line Items, Products, and more.
Quickbooks Desktop: Customer/Contacts, Job, Invoice, Sales Order, Estimates, Sales receipts and more. Built for Quickbooks Desktop: Connect directly to your QuickBooks data file via Web Connector, seamlessly adding, updating, or deleting customer details, invoices, orders, and more. Effortlessly transfer data in and out of QuickBooks Desktop through secure web services, keeping your financial data up-to-date.
- Create Integrations Easily with Q&A-Based Setup Forms: Build integrations effortlessly with three intuitive steps: Connect, Setup, and Go. Use the question-answer form to automatically sync data unidirectionally or bidirectionally between Salesforce and QuickBooks Desktop.
Customize as per needs: You can reuse our pre-configured integration mappings or create a completely customized integration scenario to meet your specific requirements.
Migrate legacy QuickBooks data into Salesforce and vice-versa
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 can configure it as either one-way or two-way, based on your business rules.
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.
We use QuickBooks Web connector to connect with QuickBooks Desktop to initiate the sync. See here for detailed setup
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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