QB Sync Made Easy
Effortless QuickBooks Online & Desktop Integration
By HIC Global SolutionsAccounting
- Rating
- 5.0
- Reviews
- 31
- Pricing
- Free
- Listed since
- 2023
About QB Sync Made Easy
Seamless QuickBooks Integration for Salesforce
Simplified QuickBooks Integration for Teams of All Sizes!
QB Sync Made Easy is a Salesforce-Quickbooks integration solution made by HIC Global Solutions (a Salesforce Crest Partner and the No. #1 Salesforce consultant in US/ Canada)
With bi-directional data syncing, AI-powered duplicate detection, and automated data mapping, QB Sync connects Salesforce and Quickbooks data within minutes. It can also integrate multiple business units & subsidiaries within Salesforce. Other features include -
- QuickBooks legacy data syncing
- Workflow automation for invoice creation & management
- SOC 2 and HIPAA norms compliance
- AI-Powered smart data cleanup
- Custom data mapping
- Multi-Org sync
What’s New? -- Jan 26 Update - v 1.35.0
1) A new visual overview of connected companies to make monitoring, analysis, and decision-making.
2) New Integration Dashboards now available:
- Sales Report
- Expenses Report
- Accounts Payables Report
- Accounts Receivables
- Invoices and Payments
3) New Filter Levels now available:
- Customer Level
- Company Level
- Vendor Level
4) Dashboards at Company Level & Record Level
For more information, visit www.qbsyncmadeasy.com
Highlights
- TWO-WAY DATA SYNCING IN REAL-TIME Sync QuickBooks Online & Desktop data in real-time with Salesforce using bi-directional sync that eliminates data silos and provides a 360 degree data visibility.
- AUTOMATE INVOICING WITH PREBUILT PROCESSES With QB Sync Made Easy’s quick setup, you can automate data transfer of your QuickBooks invoices directly into your Salesforce CRM. Moreover, you can set up Quickbooks workflows such as sharing invoices as PDFs.
- SIMPLIFY QUICKBOOKS BILLING WITH UNLIMITED SYNC QB Sync Made Easy keeps every QuickBooks record, transaction, invoice, payroll & accounting data updated across your Salesforce databases, improving your end-to-end QuickBooks billing flow.
- AI-POWERED DUPLICATE DELETION AND SMART CLEANUP QB Sync features AI-powered duplicate deletion, smart cleanup features, and semantic matching to ensure your records remain precise, reliable, and free from Salesforce-QuickBooks sync conflicts.
- HASSLE-FREE UNIFIED DASHBOARD Simplify your day-to-day with a unified dashboard through that connects Salesforce with your Quickbooks transaction records bringing all your financial records and accounting operations, legacy or present, into one easy view.
- REDUCE MANUAL WORK THROUGH AUTOMATED WORKFLOWS Once implemented, QB Sync Made Easy automates workflows and handles everything from syncing invoices to updating records with a seamless QuickBooks integration, enabling teams to focus on growth.
Screenshots
Image 1 of 4
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on June 9, 2023
- Languages
- English
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