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Autofy: QuickBooks Integration For Salesforce and More

QuickBooks and Salesforce integration made easy. Get started free.

Overview

See How Autofy: QuickBooks Integration For Salesforce and More Works

  • Quickly integrate customers, items, invoices and more. Choose your objects and direction, and let Autofy do the rest.

  • Map Salesforce custom fields and custom objects with your QuickBooks data. Run test syncs on single records.

  • Easy setup, friendly support and expert help when you need it.

Autofy integrates your small business. Here's just a sample of what Autofy can do for you: - Opportunities sync to QuickBooks as Orders, Invoices, Estimates, or Receipts - Customers and items sync both ways between QuickBooks and Salesforce - QuickBooks invoice details go to Salesforce Opportunities - Payments in QuickBooks update the open balance amount in Opportunities - Status Center shows you what's happening on each record FAQ Q: Which versions of QuickBooks and Salesforce does Autofy work with? A: Autofy works with QuickBooks Pro, Premiere and Enterprise (2009 and newer), US and Multi-Currency editions, as well as QuickBooks Online. For Salesforce, it supports all editions. Q: Will Autofy pull all my Salesforce Accounts and Products into QuickBooks? A: No, Autofy only pulls Accounts and Products that are related to a closed/won Opportunity. Q: Is the trial for a starter version of Autofy? A: No, the trial gives you the full version of Autofy with all standard functionality. Q: I have custom fields/objects. Does Autofy sync those too? A: Yes, Autofy can map any custom field or object in Salesforce. Start your free trial today!

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Business Needs
Accounting