Quickbook Synchronizer Benefits

Quickbooks is an accounting software for businesses to quickly maintain and manage sales, expenses and to keep a track of daily business transactions. While Quickbook Synchronizer is an application that allow users to sync the data between Salesforce and Quickbooks. Available on AppExchange, this application makes syncing easy for the businesses using it. The user can sync Salesforce to Quickbooks and vice versa using a set process. Geared up mainly towards small and medium-sized businesses, offering on-premises accounting applications and cloud-based versions that further accepts business payments, manages and pay bills and payroll functions.

Sales

No need of keeping backups

The user no more have to save files and data on any of the external devices. Files of multiple companies can be protected against accidental losses and can be further restored for a specific data range with its unique syncing feature.

Sales

Automated report generations

Quickbooks allow user to send reports, estimates, statements and invoices automatically. Use this feature the most by recording payments, creating and managing invoices. Also you can track reporting insights within a few clicks and in real time.

Sales

Better collaboration and quick data access

Collaborations are made easy with everything available online. All files gets synced in the real time and can be simultaneously used with other cloud solutions. Manage sales and income including the details of both current and past due invoices. Also keep a track of bills and expenses to stay aware of any due bills and payments.

Why Quickbook Synchronizer?

Synchronization of all your business accounts and invoices to keep a regular track of day to day business transactions. The user can either sync its products immediately or can schedule it at anytime of anyday.

SYNCING

Salesforce to Quickbooks:

To sync data from Salesforce to QuickBooks you have to go to your Salesforce dashboard, then to ‘Process>Salesforce to Quickbooks’or just click directly on SF to QB tab. You can now sync:

  • Accounts/ Contacts with Customers
  • Product with Item
  • Order with Invoice

Quickbooks to Salesforce

To sync data from Salesforce to QuickBooks you have to go to your Salesforce dashboard, then to ‘Process>‘Quickbooksto Salesforce ’or just click directly on QB to SF tab. You can now sync:

  • Accounts/ Contacts with Customers
  • Product with Item
  • Order with Invoice

MAPPING

To finish the syncing process, you will have to map Salesforce fields to Quickbooks fields for all three type of data i.e. accounts/contacts, products and orders. To start mapping you have to:

  • Click on the ‘Show Mapping’ tab for the data you want to map.
  • Select any one out of ‘Salesforce to Quickbooks’ or ‘Quickbooks to Salesforce’ before you begin mapping.
  • Select the Salesforce/Quickbooks field equivalent to Quickbooks/Salesforce fields and then start mapping.
Pricing

We have various packages for this tool. You can opt anyone as per your requirement.

Free

$0/mo

Basic functionality
Account/contact to Customer
Product to Item
Order To Invoice
5 Records/day
Non Configurable
No Support
Available on App Exchange
MOST
POPULR

Silver

$900/yr

15 Days FREE trial
SF -> QB
Account/contact to Customer
Product to Item
Order To Invoice
Ability to custom map Fields
Unlimited Sync
Non Configurable
Email and Chat Support

Gold

$1400/yr

1 month FREE trial
bidirectional
Account/contact to Customer
Product to Item
Order To Invoice
Ability to custom map Fields
unlimited Records/day
Configurable
Email, Chat & Phone Support
Request for Demo

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