Salesforce and QuickBooks Online Integration
Streamline invoicing, payments, and more with Salesforce and QuickBooks Online integration. Eliminate double data entry and interdepartmental follow-ups to give time back to your teams for true business automation.
- Integrate
Features
- Prebuilt Templates: Business teams can quickly build integrations in a no-code environment using our prebuilt templates for invoicing, inventory management and other business processes
Salesforce: Accounts,Contact Products, Opportunity and more.
Quickbooks Online: Customers, Items, Job & Invoices, Invoices, Sales Order, Receipt and more. - Create Integrations Easily with Q&A-Based Setup Forms: Easily build integrations and reduce your dependency on IT teams with just three intuitive steps—Connect, Setup, and Go. Use a question-answer-based form to automatically sync data unidirectionally or bidirectionally between Salesforce and QuickBooks.
- Customize as per needs: You can reuse our pre-configured integration mappings or create a completely customized integration scenario to synchronize custom objects and fields in Salesforce with QuickBooks Online
- Real-time updates in QuickBooks by leveraging Salesforce Outbound messages
- Automate schedules and notifications for your admin team, ensuring they can easily diagnose issues with detailed event logs.
- Easily extend to integrate other Force.com applications such as ServiceMax, TargetRecruit, or any AppExchange app like Time Sheets and Manufacturing Reports.
- Easily migrate legacy QuickBooks data into Salesforce and vice-versa to maintain business continuity and enhance business insights.
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 also have the flexibility to make it uni-directional if you choose.
This connector is for QuickBooks Online only. But you can check out the DBSync Salesforce - QuickBooks Online connector here
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.
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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