Automating data sharing between sales and accounting

Unify your accounting and sales departments by integrating Quickbooks Online with Salesforce CRM!

About QB Sync Made Easy

Experience QuickBooks Online and Salesforce integration like never before!

Eliminate silos between your sales and accounts departments and save your bookkeeper’s time from double-entry of information with the real-time, two-way sync of QB Sync Made Easy!

QB Sync Made Easy Features

Automate Sales orders, Invoices, Estimates, Payments, Transactions, and more

  • Real-time Sync - Instantly syncs all your accounting entities, such as tax invoices, transactions, bills, vouchers, orders, etc., with Salesforce.
  • Two Way Sync - Move your data to and fro with the two-way sync functionality of the app in real-time.
  • Historical QB Data Sync in Salesforce - Import your Historical Quickbooks data into Salesforce for better reporting.
  • Support for multiple QB environments - Seamlessly integrate multiple QB sandbox environments with the Salesforce instance.
  • Dynamic Mapping - Dynamic field mapping makes it super easy to use, and ideal for IT and non-IT users.
  • No Code Configuration - An interactive UI with no code set up for the best user experience.
  • Invoice Creation and Sharing Estimates as PDF - Convert your synced QB Online data into invoices in Salesforce and share your estimates in emails as PDFs.

Frequently Asked Questions

Currently our app supports Enterprise, Unlimited and Developer editions.

Our app supports all versions of Quickbooks Online

The app syncs data in real-time

With this app, you can sync your accounting data, such as estimates, payments, invoices, bills, etc, along with your historical data in real time.

Yes. Our app supports two ways sync, any changes made in synced QB environment or Salesforce will be reflected on the other platform in real-time.

Yes. Our app allows you to convert your synced QB Online data into invoices in Salesforce and share your estimates in emails as PDFs.

Ready to take control of your
finance and sales?

Need Further Guidance Regarding Implemantation?

  • Automating data sharing between Salesforce & Quickbooks

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