Explore apps for invoice automationIntegrate CRM with CLM solutions
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
Highlights
TWO-WAY DATA SYNCING IN REAL-TIME Sync QuickBooks Online & Desktop data in real-time with Salesforce using bi-directional sync that eliminates data silos and provides a 360 degree data visibility.
AUTOMATE INVOICING WITH PREBUILT PROCESSES With QB Sync Made Easy’s quick setup, you can automate data transfer of your QuickBooks invoices directly into your Salesforce CRM. Moreover, you can set up Quickbooks workflows such as sharing invoices as PDFs.
SIMPLIFY QUICKBOOKS BILLING WITH UNLIMITED SYNC QB Sync Made Easy keeps every QuickBooks record, transaction, invoice, payroll & accounting data updated across your Salesforce databases, improving your end-to-end QuickBooks billing flow.
AI-POWERED DUPLICATE DELETION AND SMART CLEANUP QB Sync features AI-powered duplicate deletion, smart cleanup features, and semantic matching to ensure your records remain precise, reliable, and free from Salesforce-QuickBooks sync conflicts.
HASSLE-FREE UNIFIED DASHBOARD Simplify your day-to-day with a unified dashboard through that connects Salesforce with your Quickbooks transaction records bringing all your financial records and accounting operations, legacy or present, into one easy view.
REDUCE MANUAL WORK THROUGH AUTOMATED WORKFLOWS Once implemented, QB Sync Made Easy automates workflows and handles everything from syncing invoices to updating records with a seamless QuickBooks integration, enabling teams to focus on growth.
Provider Details
HIC Global Solutions
Canada
Founded
2015
Phone
+1 262 310 7818HIC Global Solutions is a proud partner of Salesforce with a large number of successful projects, and delighted clients all over the world. Our sales and implementation partners team up with the world’s leading software and service providers in banking, insurance, IT, HR, R&D, healthcare, logistics, governance, and more industries to provide creative and agile solutions for every business’s CRM need. We empower businesses to harness the power of CRM and perfect their products or services, employ or retain their staff, and create brand advocates, loyalties, and promoters for their businesses.
Pricing Details
Free
You can fully use this solution without payment.