Accord Sync - QuickBooks Integration

Must have app if you use Quickbooks

The ability to automate your processes between Quickbooks and Salesforce is finally solved, thanks to Accord Sync. Our financial and accounting process can be quite complex, but this product was able to meet all of our needs and the support team was very helpful in getting us up and running.

Excellent SF/QBO integration & very flexible

We had some very specific, complex requirements on what we needed to sync from Salesforce (SF) to Quickbooks Online (QBO). Accord Sync is extremely flexible and was able to handle our complex requirements. We had to make a few adjustments to how we had things set up in SF to accommodate what we needed to sync to QBO but ended up with something that works great and significantly reduced our manual processes. Daniel, our implementation engineer, was great to work with and was very flexible. Since our requirements were complex, it took us a while to get the requirements accurately defined and to make the necessary changes in SF. Daniel was very flexible as the requirements were refined / changed. It was a long implementation but that was on us…our team had competing projects and this project was complex. With that said, each time we were ready for Daniel to update something, he jumped right in and turned it around quickly. When we set out to find a sync tool we were unsure we could find something that could handle our requirements so we were excited to find and implement Accord Sync.

Quick access to Quickbooks info helps Account Managers

The Accord Sync tool offers a great integration between customer invoices and our Account Management team. The sync makes it easier for AM's to quickly and easily answer any questions for our clients without creating a lot of back and forth with our bookkeeper. This saves us a of time and frustrating relaying information. The set up was quick and easy.

Great App, Even Better Support Team!

The ACCORD integration between our Salesforce and Quickbooks systems is easy to navigate and explain to others. The ACCORD team is also very responsive and helpful throughout the entire process.

Accord Sync is a solid tool...

Accord Sync is a solid tool that seamlessly integrates with Salesforce's automation capabilities, enhancing our existing business processes without requiring additional training for our users. The native application operates flawlessly, delivering a reliable bidirectional sync between our systems and ensuring accurate cash flow management. The results have empowered our executives with timely data needed for informed decision-making. Accord Sync enables us to maximize the benefits of Salesforce while maintaining a smooth workflow. It's a highly dependable solution that has significantly impacted our business performance.

Finally a QB Integration tool that works

A solid tool. This native application pairs perfectly with salesforce's automation capabilities and plugs right in to our existing business processes without the need for compromises or re-training our users. Reliable, real-time bidirectional sync with Quickbooks on both sides of our cashflow has delivered dramatic results for how we manage our business day to day and make strategic decisions for the future.

Best in Class QB/SF syncing

Accord Sync is an incredible tool for maintaining the connection between Salesforce and multiple Quickbooks Online instances. Tightly integrated with Salesforce, setup was a breeze for us, made even easier by the in depth support of Matt, Max, and the entire SMBHD team. We had worked with other 3rd party solutions in the past and Accord Sync has blown us away with how easy it was to deploy and use with multiple employees - a huge upgrade and timesaver for our company!

Excellent!

Matt and team were able to successfully sync our QuickBooks and Salesforce accounts. This has allowed for company growth and process efficiencies. Would definitely recommend SMBHD!

A QB & Salesforce Integration That Really Works!

The SMB team did a great job! The integration was quick and easy, and we love the fact that all the processes take place within Salesforce.

Finally - QB & Salesforce Integration Done Right

As an implementation partner, it is welcomed that we have Accord Sync as a tool for QBO integration. It's cut down much of the uncertainty and unnecessary costs to connect QB and Salesforce, and this has helped us to drive a better customer experience. Our teams can stop messing around with overly complex integration work and get back to focusing on customer success. Great product and support team!