Lockers Unlimited | Salesforce QuickBooks Integration

About the Client:

Lockers Unlimited is committed to providing a frictionless buying experience for our customers.

They have gained recognition as experts in our field by guiding our customers through the selection process.

Lockers and shelving purchases can get complicated but their team is committed to providing you with all the information you need to make a comfortable purchase.

The Challenge:

Our client used to create and update customers, products, estimates, payments, and invoices from QB to SF manually. It used to take 5-6 hours on a daily basis. It was very difficult for him to maintain track of these updated records on a regular basis.

Clients need to spend hours analyzing the client information and comparing details with both the system to decide the next steps.

The Solution:

We came to the conclusion to use eShopSync for QuickBooks to integrate Salesforce and QuickBooks Online.

We configured the generic version of our QB connector at the client’s end.

It syncs all the relevant records ( customers, products, estimates, payments, and invoices) from QB to SF on an auto-sync basis.

Our real-time syncing added new customers to QB to get created in Salesforce, hence enabling the most updated client database in Salesforce.

The Result:

The client need not create or update anything manually. All the relevant records ( customers, products, estimates, payments, and invoices) are meant to be synchronized from QB to SF on an auto-sync basis through the generic version of the QB connector.

It became very easy for him to keep track of these huge records on a regular basis. Moreover, the installation, configuration, and the support for this connector is completely free of cost from our end.

What’s ahead for eShopSync:

eShopSync will continue to focus its efforts on building stronger connections with customers through our various product offerings.

With a plan of developing and delivering a more robust solution for our customers. We are planning to build a strong customer database with long-lasting relationships.

With a well-renowned product portfolio and Salesforce certified recognition, eShopSync has a bright future ahead.

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