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QuickBooks Desktop SYNC

QuickBooks Desktop Integration for Salesforce

Overview

Sync your QuickBooks Desktop data—accounts, products, orders, and invoices, and more—into Salesforce with the power of AI. Stay up-to-date with no extra effort.

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See How QuickBooks Desktop SYNC Works

  • SYNC QuickBooks and Salesforce data such as Customers, Contacts, Invoices, Sales Orders, Payments, Products, Pricing, Inventory, BOMs, Serials, Warranties, and AP.

  • Convert new Salesforce Accounts and Opportunities/Orders to QuickBooks Customers and Sales Orders/Invoices. Integration to QuickBooks uses your trusted QuickBooks API/SDK/import routine to ensure data accuracy and integrity.

  • Commercient's SYNC is compatible with Salesforce products like Marketing Cloud, B2B Commerce Cloud, Health Cloud, Experience Cloud, Customer Data Platform, Tableau, Manufacturing Cloud, Nonprofit Cloud, Hyperforce, and more.

  • Consolidate your ERP data into Salesforce to establish it as the single source of truth for your Sales and Marketing teams. Integrate transactions one-way or bi-directionally between Salesforce and QuickBooks.

  • Empower your account executives with immediate access to up-to-date information, thereby increasing customer satisfaction. Simultaneously, this efficiency cuts costs and drives profitability.

  • Commercient SYNC supports 64bit & 32bit and is compatible with QuickBooks Desktop, Professional, Enterprise, or Online, Versions 2014 to 2022+, Pro Plus, and Premier Plus.

Commercient’s SYNC is for Salesforce and QuickBooks users who want a CRM in the cloud experience. Integrating QuickBooks and Salesforce makes it possible to start up a dealer-partner portal, help salespeople reduce errors when performing complex product configurations, and keep track of past Sales Orders. Utilizing SYNC for Epicor and Salesforce helps you build positive customer relationships. Having easy access to each customer’s personal sales and accounting data means you always have the answer to their questions. - Achieve goals quickly with up-to-date info and a 360° view of your customer. - Eliminate duplicate data entry between your front and back office. - Easily manage open sales orders, open invoices, and account history. What are you waiting for? Start SYNCing your data today!

Categories

Business Needs
Sales
Commerce
Enterprise Resource Planning
Industries
Horizontal Product
Consumer Goods
Retail
Personas
Business Operations Manager
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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