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Autofy: QuickBooks Integration For Salesforce and More
QuickBooks and Salesforce integration made easy. Get started free.
Overview
Autofy integrates QuickBooks Desktop and Online with your Salesforce for easy syncing. Just connect your apps, set up a workflow, adjust mapping as needed, and set it to run. Full support is included! Free account - sign up and sync in minutes!
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!
Categories
- Business Needs
- Accounting
