AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

QuickBooks Online Custom Integration for Salesforce - SyncQ

Custom Salesforce–QuickBooks Online integration for any Salesforce object

Overview

●Native, 100% custom-mapped, any Salesforce object ↔ QuickBooks transaction ●Zero Onboarding Cost, FREE Mapping Assistance ●Bi-directional sync, Manual & Custom Workflow-triggered Automation

1 of 6

  • Fully customizable QuickBooks Online automation. Take full control of what you want to sync, when you want to sync, and the direction of sync. Instantly sync data to QuickBooks. Both-way sync. Automated & Manual sync. Import & Export of existing data.

  • Allows mapping of any Salesforce object to any QuickBooks transaction. Based on your business process, you can configure SyncQ to meet your needs. You can add your own automation rules. Salesforce org of any complexity can be integrated with SyncQ.

  • Data is transferred directly between Salesforce ↔ QuickBooks. SyncQ security is regularly evaluated by Intuit (NIST 800-30 Rev 1). Visit https://syncq.net for details.

# 100% Custom mapping, map any object to any QuickBooks transaction type # Fully automated and manual sync # Bi-directional sync and uni-directional sync # Supports multiple QuickBooks Company connections # Map any standard, custom, or third-party app objects # Sync multi-line Estimates, Invoices, Bills, SOs, Journal Entries, and more # Import existing QuickBooks records to Salesforce # Sync related transactions. (e.g. Payments against invoices) # Single object to multiple QuickBooks transactions (e,g, Opportunity to Invoice & Bill) # Direct data transfer between Salesforce and QuickBooks. Not via third-party servers. # FREE mappings setup assistance. No onboarding charges. Contact support for help setting up your system. SyncQ 100% Custom Automation is also available for the following integrations: • Salesforce ↔ Sage Intacct • Salesforce ↔ Xero Visit syncq.net for the latest packages. Enterprise-grade accounting automation since 2017. SyncQ additionally supports integrations with Sage Intacct, HubSpot, Pipedrive, Xero, Slack, Gmail, and Copper. Contact us to get started. Our support team will assist with configuration tailored to your business needs.

Categories

Business Needs
Finance
Accounting
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning Ready
Editable Code