Overview


DBSync for Salesforce Field Service and QuickBooks Desktop is an easy to use application to integrate Salesforce Field Service with QuickBooks Desktop. DBSync provides pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release. Salesforce and QuickBooks Desktop connector comes bundled with ready to use default mappings:

  • Salesforce Account/Contact to QuickBooks Desktop Customer
  • Salesforce Work Order & Work Order Line Items to QuickBooks Desktop Sales Order & Sales Order Line Items
  • Salesforce Work Order & Work Order Line Items to QuickBooks Desktop Invoice & Invoice Line Items
  • Salesforce Service Products to QuickBooks Desktop Item Service





Benefits

  • Seamless data transfer
    Integration was designed to simplify the process of transferring data from Salesforce Field Service to QuickBooks Desktop, eliminating the need to introduce data manually. In this way, the time you spend for data entry is reduced to half 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 in Salesforce is automatically integrated to QuickBooks, saving you time and reducing the chance of errors


Features

  • Bi-Directional Sync
    Our Salesforce and QuickBooks Desktop connector supports bi-directional synchronization between two applications for your better data management.
  • Database Integration
    Connector supports database integrations with JDBC and ODBC compliant databases Oracle Database, SQL Server, IBM DB2, MySQL, PostgreSQL, Amazon Redshift and more.
  • Both On-Demand and On-Premise
    Our QuickBooks Desktop and Salesforce connector has a flexibility to connect with any combination of both On-Demand and On-Premise applications without any specific software or appliances.
  • Highly Customizable
    By including Process Builder into Salesforce and QuickBooks Desktop connector, we ensured you have all the unique customization you need for your business goals.



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 suites 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