This profile sync's data from Salesforce to QuickBooks and vice-versa. The DBSync App has to be installed on the Client Salesforce instance.
If the client needs the ReceivePayments Information in to a Custom Object, then the Custom Object of Payments has to be configured in the Salesforce Instance.
All the records from QuickBooks are retrieved based on the Sync TimeDate basis.
Overview
Salesforce & QuickBooks Bidirectional Process or Profile helps you sync data between Salesforce and QuickBooks. IT helps you streamline your data, automate your business process, insure data accuracy between Salesforce and QuickBooks and eliminate redundancy of data entry. To use this Profile, DBsync application should be installed on your Salesforce instance. The mappings considered in this sync are:
- Salesforce Accounts to QuickBooks Customer
- Salesforce Products to QuickBooks Items(Service, Inventory, NonInventory)
- Salesforce Opportunities to Transactions (Invoice, SalesOrder, SalesReceipt, Estimate)
- QuickBooks Customer to Salesforce Account, Contact
- QuickBooks Items to Salesforce Products
- QuickBooks Transactions to Salesforce Opportunities
- QuickBooks ReceivePayments to Salesforce Custom Payment Objects
You can also construct custom mappings for this profile. DBSync fully supports creation of custom mappings as per your business model and Business Process.
This profile 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.
This Profile Supports All Major versions of QuickBooks: QuickBooks 2008 and later US, QuickBooks 2008 UK, Canada and Australia.
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FAQ
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?
- 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.
Does this profile support Bi-directional Sync?
This Profile is available with On-Demand Version or On-Premise Version of DbSync?
What transaction types can we generate in QuickBooks from Salesforce?
We can generate following transactions in QuickBooks from Salesforce:
- Invoices
- Sales Order
- Sales Receipts
- Credit Memos
- Estimates
With Customization you can generate Purchase Order, Time sheets.
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?
Can I create Custom Mappings in DBSync?
Yes. DBSync is a complete flexible solution and it fully supports custom mappings.
