DBSync for Salesforce Cloud Conversion and QuickBooks Desktop is an easy to use application that helps the user to eliminate unnecessary manual data entry, freeing up time for other important matters. The application provides a pre-built field-to-field map that can manage complex and dynamic mappings. In addition, DBSync has an online updater, which enables customers to automatically acquire all the product’s different features available in new releases. The app’s connector includes the following ready-to-use mappings:
- Salesforce Contact to QuickBooks Desktop Customer
- Salesforce B2C Product to QuickBooks Desktop Item (Service, Inventory, Non-inventory)
- Salesforce Order & Order Line Item to QuickBooks Desktop Invoice, Sales Order, Sales Receipt, Estimate
- Seamless data transfer
Integration was designed to simplify the process of transferring data from Salesforce Cloud Conversion to QuickBooks Desktop, eliminating the need to introduce data manually. In this way, the time you spend for data entry is reduced and duplicate data-entering is avoided.
- Ability to implement automated workflows
Choose from our pre-built workflows or create your unique automated workflows with no need to write a single line of code
- Reduced turn-around time
Information entered into either system is automatically synchronized across both systems, saving you time and reducing the chance of errors
Frequently Asked Questions
What versions of Salesforce do you support?
This adapter supports almost all major versions of Salesforce like Unlimited, Professional, Enterprise and Non-Profit editions.
What versions of QuickBooks Desktop do you support?
- QuickBooks 2008 and later US versions
- QuickBooks 2008 UK and Canada and later versions
How frequent the sync takes place? Is this process automated?
The sync can happen every 5-10 minutes. This can be scheduled and configured in your QuickBooks WebConnector. And yes, the synchronisation can be a completely automated process.
Can DBSync support Product Hierachy?
Yes, DBSync supports product hierarchy within salesforce.com as it is supported in QuickBooks.
Can we install DBSync on our Sandbox and later switch to our production instance?
You definitely have the ability to do that.
Do you charge for the installation process?
No, the installation is completely free.
Can DBSync be customized and can it integrate Custom Object and Custom Fields?
Absolutely, DBSync is a completely flexible solution which can be customized for unique business processes.
Can I upgrade or downgrade the version of DBSync after the trial period is complete?
Yes, we're happy to provide only the product that meets your business needs. And you always have a flexibility to upgrade your license to support your business growth.
Do you provide trial option?
Definitely, 14-day free trial is available after completing the registration process