QuickBooks

dbsync for QuickBooks provides an easy to way to perform integration, data extraction or data loading into QuickBooks desktop.

Features

  • Integrates easily with QuickBooks WebConnector
  • Supports integration with Multiple QuickBooks Files
  • Support for reading and writing data extension
  • Seemless integration with popular databases and CRM applications
  • Quick data migration templates avaliable for CRM application
  • Easily extendable to adapt to your needs
  • Run the integration application in either in on-demand or on-premise model
  • Want to embed our solution, easily embed the integration engine within your application

 

Price: Salesforce & QuickBooks single license starts from $795/year, full featured at $1495/year

Additional QuickBooks adapters for Multi-entity firms or Accounting firms starts from $495/year or call for volume pricing.

Connects to:

  • Salesforce
  • Databases like Oracle, SQLServer, DB2, mySQL, PostGress SQL

Supports: QuickBooks on-premise 2007 onwards, Pro, Premier, Enterprise for US, Canada and UK.

 

FAQ

What versions of Salesforce do you support?

Salesforce Professional Edition (with or without the products module), Enterprise Edition and the Non-Profit Edition

What versions of QuickBooks do you support?

  • QuickBooks Online
  • QuickBooks 2008 and later US,
  • QuickBooks 2008 UK and Canada

Can I get a demo of DBSync?

You may trial DBSync free for 15-days and going through the signup process. You'll then receive further instruction via e-mail.

Is DBSync bi-directional?

Yes, you also have control to make DBSync uni-directional within the configuration screen if you choose.

Is DBSync a On demand model or On Premise Model?

DBSync can be used as on demand or as an on premise model also.

When is a QuickBooks transactions like Estimate, Sales Order, Invoice,Credit Memo generated?

A transaction in QuickBooks will be created once an Opportunity in Salesforce is marked ‘Closed Won.’ This will happen on the next synchronization.

How frequent the synch takes place?

The synch can take place for a minimum of every 5-10 mins. This can be scheduled and configured in your QuickBooks WebConnector.

What transaction types can we generate in QuickBooks from Salesforce

  • Invoices
  • Sales Orders
  • Sales Reciepts
  • Credit Memos
  • Estimates

With Customization you can generate Purchase Order, Time sheets.

If I create one of the above transactions in QuickBooks, what will happen in Salesforce?

A ‘Closed Won’ Opportunity will be generated in Salesforce.You can enable or disable this business process from within DBSync

Can DBSync support Product Hierachy?

Yes, DBSync supports product hierarchy within salesforce.com as it is supported in QuickBooks

Can DBSync Support generating Invoice based on schedule?

Yes, DBSync can support invoice generation based on product schedule within salesforce.com

Can DBSync be customized and can it integrate Custom object and custom fields?

Yes,  DBSync is a complete flexible solution which can be customized as per to your unique business process.

What is your support policy?

Customer Support will be reached by

Phone: 1-877-739-2818

Email: support@avankia.com

Support hours – 9am to 5pm CST, M-F, excludes US holidays.

 

 

Business Solutions
Salesforce to QuickBooks: Account, Contact, Opportunity to QuickBooks Customer, Job, Estimate or SalesOrder or Invoice
QuickBooks to Salesforce: Customer, Invoice from QuickBooks to Account, Contact and Opportunity in salesforce
QuickBooks to Salesforce: Migrate all your QuickBooks Data - Customer, Invoice to Salesforce Account, Contact and Opportuntity
QuickBooks to Salesforce: Move Payments in QuickBooks to Payments (custom object) in Salesforce for more accounting visibiity