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QB Connect Pro

Quickbooks Online Integration to Salesforce by Cloud Builders

Overview

  • Easy Sync Setup! Sync Invoices, Estimates, Orders and Payments between QuickBooks and Salesforce in minutes. In the Professional version we have easy options to sync your historical data as well.

  • Supports Custom Objects and Autosync! QB Connect works with both Salesforce Custom Objects and QuickBooks Online custom Fields and set your autosync to keep your Salesforce and QuckBooks in order. Works with Opportunities, Quotes or Custom Objects.

  • Lightning Experience compatible! Our product is designed for Lightning but works with Classic Salesforce as well.

QB Connect Professional is the fastest and easiest way to sync your QuickBooks Online and Salesforce accounts. Why is our app better? This application supports all aspects of QuickBooks Online at the lowest cost. We empower users to get setup in as little as 15 minutes, no consultants needed. If you need support just give us a call for up to an hour of free advice on best practices. No hidden costs! Most services use third party accounts that require additional setup, cost and maintenance. Through our direct connection we seamlessly move your data between your Salesforce and QuickBooks accounts. And with professional there's no limit to the number of records you can sync! Custom objects? No problem. Many solutions don't support custom objects. We connect Salesforce standard or custom object fields to QuickBooks fields in minutes. Been using Salesforce without QuickBooks or vice versa? No problem. With our historical sync options you can get your data where you need it. Quick & easy! Because our app is native, it has fewer moving parts, which means it is easier to configure. In fact, you should be up in running in minutes.

Categories

Business Needs
Accounting
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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