Overview
DBSync's connector for bi-directional Salesforce and QuickBooks Desktop Integration is an easy to use application to integrate Salesforce Accounts/Contacts, Products, and Opportunities with QuickBooks Desktop Customers/Contacts, Items, Estimates, Sales Order, Invoices, and Sales Receipts & Credit Memos. DBSync is also useful to migrate historical QuickBooks Desktop data into Salesforce, and vice versa. DBSync provides bi-directional sync with 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. Salesforce and QuickBooks Desktop connector comes bundled with the following ready-to-use mappings:
- Salesforce Account/Contact to QuickBooks Desktop Customer/Contact
- Salesforce Product to QuickBooks Desktop Item (Service, Inventory, Non-inventory)
- Salesforce Opportunity to QuickBooks Desktop Transactions (Invoice, Sales Order, Sales Receipt, Estimate)
- and visa versa
Benefits
- Seamless data transfer
Integration was designed to simplify the process of transferring data from Salesforce to QuickBooks and vice versa, eliminating the need to introduce data manually. In this way, the time you spend on 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
Features
- Bi-Directional Sync
Our Salesforce and QuickBooks 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, such as Oracle, SQL Server, DB2, MySQL, PostgreSQL and more. - Both On-Demand and On-Premise
Our QuickBooks 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 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
What transaction types can we generate in QuickBooks Desktop from Salesforce?
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.
When are QuickBooks transactions like Estimate, Invoice, Sales Order, Sales Receipt generated?
A transaction in QuickBooks will be created once an Opportunity in Salesforce is marked ‘Closed Won.’
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