Workato: Advanced QuickBooks Integrations

This is how is suppose to be

I have tried out every integration platform on planet earth. All said you did not have to be a developer to make it work; all were wrong until these guys came a lot. This thing is amazing, it is not cheap, but neither is a Bently. This is the Bently of cloud integration. If you want to do amazing things in a short amount of time, this is the product.

Workato is Fantastic

We are heavy users of Salesforce and QBO but prior to Workato, had no way to transfer data between the two systems. We now use Workato to automate ALL of our billing from QBO into Salesforce. The integration they performed works seamlessly and their customer support is top notch. This solution was a no-brainer and has not only made us more efficient, but, allowed us to minimize errors we had been making when we were performing manual steps.

Awesome Customer Support - Great Product

We were in urgent need of a product that would allow us to quickly integrate SalesForce with QuickBooks On line. Bryant and Maria had us up and running within 24 hours of our first contact and they were a pleasure to work with, we actually enjoyed the process. Best of all they taught us how to write recipes so now as we identify new requirements for additional integration we can do it ourselves. As an added bonus we got a program that not only allows us to integrate SalesForce and QuickBook but numerous other applications as well (at no additional cost) that we can add as our startup grows. Great Product and Fantastic Customer Service.

Quickbooks/Salesforce Integration

The integration has been seamless. When we are using both tools currently its great to see Workato working along side of us matching up products, updating accounts, and putting new products into Salesforce. We had a lot of manual entry before but now with Workato that's a thing of a past. At the beginning when the tool was new to us the team at Workato walked us through how to set up recipes and alter them. Amlan was/is the best!

Best service I've found!

Man what an awesome product, the UI is a lovely and so easy to use and even if it wasn't Workato has an awesome staff that has provided me some of the best customer service ive had in years, thank you guys! Special shoutout to Ryan who was a superstar, we really appreciate your help and cant give you higher praise Ryan! Oh and it's the coolest product for all the small nuances we have for our invoicing, everything I asked about we were able to figure out, kickass product.

A Must Have

We had a former provider that tried hard, but their service did not work. Workato just plain works. Allan was great to provide us with the Professional Services to help us get our initial syncing processes built and tweaked to perfection. There have even been several feature requests we have suggested and they have added them quickly. We use Workato to create new quickbooks customers as soon as they are a client in Salesforce, as well as creating in and updating invoices in salesforce as soon as they are created or updated in Quickbooks. This allows our entire company to edit and view in Salesforce and not have to have access to quickbooks.

Workato is the future

I have been waiting for this solution for years! Workato has given Salesforce/Quickbooks Online users a way to integrate in a very simple way. In the future, business owners will look back laughing and say..."Remember when our billing & CRM weren't synced...?" What's better is that this is just the tip of the iceberg since I can integrate dozens of other apps with Salesforce. I am already thinking of how I want to integrate Google Sheets through Workato among other apps. As a business owner It feels great when you find the link that you have been looking for for so long. Workato is the future ...they are the paperclip for app integration.

Workato & BuilderTek integration

Our application requires a fair amount of configuration when it comes to integrating with accounting packages. When we initially found Workato, we were a bit skeptical. However after working with Ryan, one of their account rep's, we were able to really understand the benefits of how their recipes work. Ryan was great to work with and we are now bringing up new customers in a fraction of the time it would have taken us with our old solution. Thanks Ryan! BuilderTek

Quickbooks/Salesforce NPSP Integration

So far Workato is working well! The support team has been great. As a small nonprofit, we need efficient systems that work and Workato is saving us lots of time migrating data from Quickbooks into Salesforce NPSP. Really excited to see what else we will be able to do with other apps and Salesforce too!

Real syncing of Salesforce data with many apps

I was already using another app that could create records in other apps once a Salesforce record was created. Any updates on existing Salesforce records were not updated in the other apps however. I was very happy to find out that Workato offers true syncing. So even updates on records in Salesforce are automatically updated in the other apps.