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Reduction in manual reconciliation efforts.
Improvement in financial data accuracy.
Faster invoice and payment processing.
Evans National partnered with QB Sync Made Easy to implement a robust Salesforce-QuickBooks integration tailored for real estate operations. By enabling historic data sync, real-time bidirectional synchronization, dynamic field mapping, and multi-org support, the solution eliminated manual reconciliation, ensured accurate financial visibility, and supported high-volume document and data workflows. The implementation delivered improved accuracy, faster processing, and scalable financial operations across the organization.
Evans National is an independent insurance agency providing comprehensive commercial insurance and employee benefits solutions tailored to businesses’ unique needs. They combine expert risk management guidance with deep carrier relationships to help protect assets, optimize workforce benefits, and support organizational growth with proactive, client-focused service.
Evans National required an advanced Salesforce–QuickBooks integration to manage large-scale financial data and document workflows efficiently. Legacy data existed only in QuickBooks, and the lack of real-time synchronization caused delays, inconsistencies, and manual effort in financial reporting and reconciliation.
QB Sync Made Easy delivered a customized integration under the Platinum Package, including advanced features and one month of post-deployment support to ensure a smooth rollout and long-term stability.
By implementing QB Sync Made Easy, Evans National achieved a scalable, real-time Salesforce-QuickBooks integration that transformed its financial operations. The solution delivered accurate financial visibility, reduced manual effort, and empowered teams to manage real estate transactions more efficiently, enabling the organization to focus on growth and strategic priorities with confidence.