Category

QuickBooks, Salesforce

Features

  • With our pre-built integration, Synchronize Salesforce Account/Contact, Product, Opportunity to QuickBooks Desktop Customer/Contact, Item (Service, Inventory, Non-inventory) and Transactions (Invoice, Sales Order, Sales Receipt, Estimate) respectively, and vice-versa

  • Synchronize custom objects and fields in Salesforce with QuickBooks Desktop

  • Migrate legacy QuickBooks data into Salesforce and vice-versa

  • Pre-Built Templates for recurring invoices, split invoices and inventory management

  • Real-time updates in QuickBooks by leveraging Salesforce Outbound messages

  • Event Logs and Email Notifications to the administrator

  • Extensible to integrate other Force.com applications such as ServiceMax, TargetRecruit or any other force.com app on AppExchange like Time Sheets, Manufacturing Reports etc.

  • Cross-platform: Can be run on Windows, Linux, Amazon Web Services (AWS) and Docker


    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

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

We offer plans for businesses of all sizes. Get Started with 14 days Trial.

What Features Do You Get?

Starter

Enterprise

Price

Starts from $200/month*

Number of Apps 2 More than 2
Customizable Mapping
Usage Limit (Records per Month) 5,000 50,000
Number of User Unlimited Unlimited
Data Flow Bi-directional Bi-directional
Customer Support Chat, Email Chat, Email, Phone
Premium Support $** $**

What Features Do You Get?

Enterprise

Price
Number of Apps

More than 2

Customizable Mapping
Usage Limit (Records per Month) Unlimited
Number of User Unlimited
Data Flow Bi-directional
Customer Support Chat, Email, Phone
Premium Support $**

* Discounts available for Multi-Year Subscription. **Additional Cost Applicable.

All

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