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?
QB Sync Made Easy: Effortless QuickBooks Online & Desktop Integration
Seamless QuickBooks Integration for Salesforce
- Business Need
- FinanceAccounting
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
A simple and seamless bi-directional QuickBooks Online & Desktop integration for Salesforce that automates your financial & accounting workflows. Works with QuickBooks Online & Desktop! Need help? Mail us at Support@qbsyncmadeasy.com
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 31 Reviews
Looking good so far
I recently explored this tool and I'd love to see more details about the free version such as API limits, sync frequency, record limits and support for attachment/image sync. Having this information upfront would make it much easier to evaluate before getting started.
Sync alerts that actually help
Our team finally stopped playing “guess which sync failed today” after setting up Slack alerts. Getting instant updates made quickbooks sync monitoring much easier and helped us fix issues quickly without checking manually all the time.
Excellent Guidance
We had a few specific requirements for our salesforce n quickbooks desktop connector and the team guided us through everything. Overall a very positive experience with great support.
Hi Nik, We're glad to hear that you had a positive experience with our team and support. It’s great to know we could assist you with your specific Salesforce and QuickBooks Desktop connector requirements. It means a lot to us that you took the time to share your experience and we look forward to continuing to support your business with QB Sync Made Easy.
Need help
We've been using quickbooks and salesforce together but one thing we're still looking to improve payment collection. can you guys help ?
Tax mapping for quickbooks
Is tax mapping configuration different for US and non-US Quickbooks companies?
Yes, Brook, tax mapping configuration can vary for US and non-US QuickBooks companies based on regional tax rules. QB Sync Made Easy is built to support both setups smoothly and make the process easier. If you need any help with the configuration, contact support@qbsyncmadeasy.com our team is always here to assist you!
QuickBooks Project Sync
Is it possible to sync quickbooks project data ?
Smooth & hassle free migration
The migration process was smoother than expected thanks to QB Sync. We retained all our historical data and experienced almost zero downtime.
Hi Jennifer, Great to hear your migration went so smoothly! Keeping your historical data intact with minimal downtime is exactly what we strive for, so it’s awesome to know everything worked out just as expected. We truly value your feedback feel free to reach out anytime if you need any support going forward!
Finally got what we needed
Level of customization was something we were missing earlier and the app team made our processes much smoother and easier to manage.
Helps with duplicate issues
We had a lot of duplicate records before which was kind of messy to manage. Now that we’re using it, it’s much better and it automatically catches and fixes duplicates.
Automation that actually makes a difference
We didn’t expect much initially but this platform actually proved usefull. Once it was set up invoice syncing, record updates and transactions started running automaticly. Data mapping btw quickbooks and salesforce works smooth and has reduced manual errors. Workflow triggers also keeps everything updated in the background without much effort.
We're glad to hear your first impression has been positive, Rimon! We appreciate your valuable feedback and will certainly consider adding more details about the free version to help users evaluate QB Sync Made Easy more easily. If you have any questions feel free to reach out to us at support@qbsyncmadeasy.com. We appreciate your feedback and support!