Activity Forums Salesforce® Discussions How can we integrate Quickbook and Salesforce with dbsync?

  • madhulika shah

    Member
    August 28, 2018 at 6:03 am

    Hi Anjali,

    DBSync for Salesforce & QuickBooks Desktop Integration is an easy to use application to integrate Salesforce Accounts / Contacts, Products, Opportunity with QuickBooks Customers, Items, Estimate, Sales Order, Invoice, Sales Receipt & Credit Memo. DBSync is also useful to migrate historical QuickBooks data into Salesforce or vice versa. DBSync provides Bi-directional sync with 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.

    For the data flow of Bi-directional integration between Salesforce & QuickBooks Desktop please refer to the link provided:

    http://help.mydbsync.com/docs/display/dbsync/Salesforce+QuickBooks+Desktop+Integration

  • Parul

    Member
    September 21, 2018 at 5:05 pm

    HI

    DBSync’s Salesforce - QuickBooks Desktop Integration is an easy and fast way to synchronize Salesforce data such as Accounts, Products, and Opportunities with QuickBooks Desktop. Our uniquely customizable integration will optimize your Order-to-Cash and Procure-to-Pay processes, saving you time and money.

    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

    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

     

    Thanks

  • Deepika

    Member
    July 1, 2020 at 8:38 am

    Hi Parul,
    There are many ways to integrate Quickbooks & Salesforce together. Apart from DBSync, there are many third-party applications which you can explore from Salesforce AppExchange.
    Personally, I would like to recommend eShopSync for Quickbooks, which acts a bridge between Quickbooks and Salesforce.
    For more information click here: https://eshopsync.com/quickbooks/

  • Naudine

    Member
    October 19, 2020 at 8:02 pm

    <div>Hi Anjali</div>
    Commercient has the perfect integration app for Quickbooks and Salesforce called SYNC. You can check it out here Implementing Commercient SYNC creates a simple data integration pathway between QuickBooks and Salesforce. SYNC solution also enables you to prevent the duplication of data, handle custom objects in Salesforce, and take advantage of the premier support offered by qualified specialists.

  • Rajesh

    Member
    April 30, 2021 at 7:17 am

    How to Mapping from QuickBooks to Salesforce Standard objects -Account,Contacts,Opp,Product,PriceBook...etc

    • This reply was modified 3 years, 6 months ago by  Rajesh Kumar.

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