QuickBooks - Salesforce Connector
QuickBooks Salesforce Connector helps you to bidirectional synchronize all the data from QuickBooks online to Salesforce Org. It syncs objects such as Products, Payments, Credit Memos, Estimates, Sales Receipts, Refund Receipts, Invoices, and Customers. eShopSync for QuickBooks provides a unified platform so that you can manage all the data in one place. Synchronizes bills as estimates and invoices & estimates as opportunities if required. It also supports multi-currency. You can add multiple accounts of QuickBooks online to Salesforce. Give it a try as it provides a 5-day free trial. With this, you can convert 30% of your opportunities into leads.
The application is also named “eShopSync for QuickBooks”. It syncs multiple QuickBooks Online accounts into a single Salesforce CRM. QuickBooks Salesforce Connector helps you to synchronize all your Products, Payments, Credit Memos, Estimates, Sales Receipts, Refund Receipts, Invoices, and Customers.
It helps you to convert opportunities into leads that result in business growth. Integrate the connector to sync QuickBooks Online and Salesforce data at your fingertips. It helps you sync data bi-directionally. You can send invoice emails from Salesforce to your customers.
By integrating both platforms, it makes your accounting and financial data more accurate. You can also keep track of up-to-date data. Integrate Salesforce and QuickBooks Online to make your business process easy.
Features of QuickBooks Salesforce Connector
1 You get the feature to sync data on a real-time basis after QuickBooks and Salesforce integration.
2. Bi-directional Synchronization is also available.
3. Sync Bills as Estimates from QuickBooks Online to Salesforce CRM.
4. Connect multiple accounts of QuickBooks Online to Salesforce Org.
5. It supports a multi-currency feature.
6. Matching criteria option to prevent duplicate record synchronization.
7. Capture error logs to track the sync records.
8. Synchronize invoices Quotes and estimates as Opportunities from QuickBooks account to Salesforce CRM.
9. Syncs Sales Receipts and Credit memos from QuickBooks Online to Salesforce.
10. Synchronize and Unify customers as accounts and names with Salesforce.
11. You will get a unified platform for managing the QuickBooks and Salesforce CRM data.
12. Use the Field Mapping option to map all the data and sync it correctly from QuickBooks to Salesforce.
13. Interactive design with user interfaces at the end of Salesforce, ensuring efficient data usage.
14. The Matching Criteria feature is available to match the data before sync to avoid creating duplicate records in Salesforce Sales Cloud.
Popular Salesforce Apps and Tools
-
This app relies on Splunk Add-on for Salesforce to index structured and unstructured data from your Salesforce instance over the REST API. -
Easily search for all objects in Salesforce Marketing Cloud. -
This application scans all the (non-packaged) Apex Classes in your Org to builds a table of where each property, variable and method is used. Useful for cleaning up unused code.
