QuickBooks Salesforce connector integrates with QuickBooks application and Salesforce CRM to sync data automatically. This is one of the best solutions when you want to connect your accounting data with CRM for good results. With eShopSync for QuickBooks connector, you can sync multiple accounts into your Salesforce account. All the products, services, customers, estimates, invoices, and payments sync easily from QuickBooks to Salesforce. Connector will put QuickBooks and Salesforce data at your fingertips. This way you can easily change opportunities into leads to grow your business.
There are many features that help your business to grow at another level. The features are:-
Well integrated with QuickBooks which helps to track the expenses.
You can create Customer reports easily.
Real-time QuickBooks Salesforce data synchronization can be done.
Sync Customers as Accounts.
Sync Contacts from QuickBooks to Salesforce account.
Sync Products and Services conveniently.
Multiple connections can be done at the same time.
Sync Payments, estimates, and invoices from QuickBooks to Salesforce account.
Connect five QuickBooks apps to Salesforce Org.
Users can convert opportunities to leads in their Salesforce CRM effectively.
Sync bulk amount of data using the connector and saves time.
Some highlighted features are:-
The matching Criteria feature helps you to prevent from syncing duplicate records from QuickBooks to Salesforce CRM.
You can match the records using both platforms such as contact number and email.
Real-time data synchronization can be done using the webhook as an API by ensuring data consistency.
You can map the standard fields using the field mapping feature according to compatible data types while syncing data from QuickBooks account to the Salesforce account.
Also, map custom fields using the Field Mapping feature.
Note:- A User License is allocated as per installation. For additional User Licenses, you have to pay the subscription amount accordingly.