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QuickBooks Desktop SYNC
by Commercient LLCSalesforcePaid
Connects QuickBooks Desktop with Salesforce Marketing Cloud to synchronize customer, accounting, order, and product data.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYData and integration
UPDATED ON MARKETPLACE
What it does
QuickBooks Desktop SYNC connects QuickBooks Desktop and Salesforce, transferring customer and contact records, invoices, orders, payments, products, pricing, inventory, bills of materials, serial numbers, warranties, and accounts payable data. New Salesforce Accounts and Opportunities or Orders can be converted into QuickBooks Customers and sales documents. Transactions can move in one direction or in both directions. The add-in supports QuickBooks Desktop, Professional, Enterprise, Online, Pro Plus, and Premier Plus versions from 2014 to 2022+.
Key capabilities
from the Salesforce AppExchange listingRecord synchronization
Synchronizes customer and contact records, invoices, orders, payments, products, pricing, inventory, bills of materials, serial numbers, warranties, and accounts payable data.
Salesforce conversion
Converts new Salesforce Accounts and Opportunities or Orders into QuickBooks Customers and Sales Orders or Invoices.
Transaction directions
Transfers transactions in one direction or in both directions between Salesforce and QuickBooks.
Order and invoice access
Provides access to open sales orders, open invoices, and account history.
QuickBooks compatibility
Supports QuickBooks Desktop, Professional, Enterprise, Online, Pro Plus, and Premier Plus versions from 2014 to 2022+.
Use cases
- Sales and marketing teams can bring ERP data into Salesforce for access to customer and accounting information.
- A dealer-partner portal can be started using connected QuickBooks and Salesforce data.
- Account executives can access customer sales and accounting data in Salesforce.
Who it's for
The add-in is for Salesforce and QuickBooks users, salespeople, account executives, and sales and marketing teams.
In the catalog
59 plugins in Marketing Cloud · Data and integration
Price distribution: 7 free, 6 freemium, 46 paid
Pricing & deployment
Platform
Salesforce
Product
Marketing Cloud
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Commercient’s SYNC is for Salesforce and QuickBooks users who want a CRM in the cloud experience. Integrating QuickBooks and Salesforce makes it possible to start up a dealer-partner portal, help salespeople reduce errors when performing complex product configurations, and keep track of past Sales Orders. Utilizing …»