This process migrates data from QuickBooks to Salesforce. Below are list of objects and transactions which can be pushed from QuickBooks into Salesforce. Customer as Account Items as Products (default to Standard Price Book) Invoices/SalesOrder/SalesReceipt as Closed-Won Opportunities CreditMemo as Closed-Lost Opportunities
Common Integration Cloud Streams for you Cloud Integration needs.
This process provides you the integration solution for Salesforce.com and Microsoft Dynamics GP (Great Plains). Data Integration from Great Plains to Saleforce is performed by DBSync using this process.
Microsoft Dynamics CRM Online & QuickBooks Bidirectional process or profile helps you to integrate data between Microsoft Dynamics CRM and QuickBooks. It helps you streamline your data, automate your business processes and also ensure data accuracy between Microsoft Dynamics CRM and QuickBooks. To use this profile, DBSync solution package should be installed in your Microsoft Dynamics CRM Instance. The mappings considered in this integration are as follows:
QuickBooks Adapter enables you to integrate with other adapters and QuickBooks Desktop Version. You will need individual licenses for single QuickBooks File. If you have more than one QuickBooks file, then you need to purchase one license for each QuickBooks file. QuickBooks Adapter provides an easy to way to perform integration, data extraction or data loading into QuickBooks desktop.
Microsoft Dynamics CRM Online & Intacct Unidirectional process or profile helps you to integrate data between Microsoft Dynamics CRM and Intacct. It helps you streamline your data, automate your business processes and also ensure data accuracy between Microsoft Dynamics CRM and Intacct. To use this profile, DBSync solution package should be installed in your Microsoft Dynamics CRM Instance.
Manual data entry and reconciliation, often time-consuming , expensive , error-prone and often the result of disconnected systems with duplicated efforts in managing customer information, invoices or getting payments something that is not easily shared and updated.
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 & QuickBooks integration professional edition provides you with capability to sync your Salesforce with QuickBooks. This solution sync's data from Salesforce to QuickBooks and vice-versa. This adapter comes bundled with ready to use default mappings as: Salesforce Accounts to QuickBooks Customer Salesforce Product to QuickBooks Items (Service, Inventory, NonInventory) Salesforce opportunities to QuickBooks Transactions (Invoice, SalesOrder, SalesReceipt, Estimate) QuickBooks Customer to Salesforce Account QuickBooks Transactions to Salesforce opportunities(closed won [Invoice, SalesOrder, Estimate]) QuickBooks ReceivePayments to Salesforce Custom payment Object
Microsoft Dynamics CRM Online adapter provides you the capability to integrate data between your Microsoft Dynamics CRM online instance and other applications. The Adapter comes bundled up with process builder, using which you can create custom integration solution between your Microsoft Dynamics CRM online instance and other DBSync adapters like QuickBooks, Databases, Salesforce, Intacct and more.
Salesforce and Database Integration Profile sync’s data from Salesforce to Database and vice-versa. It helps you streamline your Salesforce data with your database. Using the template provided with this profile you can construct your integration process between Salesforce and databases as per your business model and process. This profile is bundled with features to create custom mappings at few clicks.
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Salesforce & QuickBooks Online Adapter provides you with capability to sync your Salesforce with QuickBooks. This adapter is capable of syncing data from Salesforce to QuickBooks Online and vice-versa. This adapter comes bundled with default ready to use mapping template as:
Salesforce & QuickBooks Online Process and Profile provides you with capability to sync your Salesforce with QuickBooks Online. This sync’s data from Salesforce to QuickBooks Online and vice-versa. The default mappings in this sync are: