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
Integrate Salesforce with QuickBooks Desktop using our pre-built templates. Automate workflows, cut manual data entry, and streamline Order-to-Cash, Procure-to-Pay, and CRM-to-Accounting processes for seamless operations.
Simplify Integration Journey with DBSync
Why Industry leaders choose DBSync
Consistent data across apps
Automate and sync sales orders, invoices, payments, inventory management and more processes
Bridge On-Prem Databases to the Cloud with Ease
Effortlessly bridge on-premises databases to cloud environments, enjoying scalable performance as your data grows.
Real-time data sync with Webhooks/APIs
Delivers seamless, real-time data synchronization via webhooks and APIs. Experience instant updates and secure integrations across your apps for agile, responsive operations.
Accurate data movement
Confidently transition from legacy systems to modern platforms with a simplified, risk-minimized migration process.
Simple and transparent pricing
Always know what you're paying with DBSync’s fixed and straightforward pricing plans.
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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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