SYNC for QuickBooks Online and Salesforce

Description

Have the best of both worlds. 

Marrying your Quickbooks Online software with Salesforce ensures that your business is running seamlessly while your sales and customer service teams are kept in the loop with everything happening backstage.

In the back office, your Quickbooks Online system helps streamlines your processes, controls inventory, manages your resources, invoices, and monitors overall performance.

Meanwhile, your sales and customer service teams can provide intelligent feedback through their Salesforce screens. SYNC enables them to check the status of Quickbooks Online jobs, material requirements, the progress of a job, customer records, inventory availability, financial information and much more. Sales can also win new business and automatically convert a new sale to Quickbooks Online in the form of a Sales Order, a Job or a new product with a BOM.

Sounds interesting? Ask your Commercient representative about these options.

You can also find us on the Salesforce AppExchange.

Why?

Why Use SYNC for QuickBooks Online? 

Implementing Commercient SYNC creates a simple data integration pathway between QuickBooks Online and Salesforce. Our SYNC solution also enables you to prevent the duplication of data, handle custom objects in Salesforce, and take advantage of the premier support offered by our qualified specialists. We’re here to help you grow your small business.

Our goal is to provide a smooth data integration service that results in simplified business processes for you and your sales reps. Commercient SYNC for QuickBooks Online and Salesforce CRM is designed to make the most of what these two systems have to offer. We believe that when all of your data is in one easy to access place, it’s possible to accomplish almost any business goal, big or small.

What We SYNC

Commercient’s standard SYNC for QuickBooks Online and Salesforce includes the integration of:

Accounting data:
ERP customers with CRM accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill to addresses, and account history.

Sales order data:
Open sales orders, sales order detail lines, and sales order history.

Invoice data:
Open invoices, invoice detail lines, payments, invoice history, and serial numbers shipped.

For additional information, and items we can integrate for you, visit the pricing page.

Compatible Software

Software SYNC for QuickBooks Online Is Compatible With

Commercient SYNC is compatible with QuickBooks Online. We also offer solutions for QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise.

Additionally, the SYNC for QuickBooks Online and Salesforce app is licensed through the Salesforce AppExchange and works with Salesforce Group Edition (GE), Salesforce Professional Edition, Salesforce Enterprise Edition, Salesforce Unlimited Edition, Salesforce Lightning Professional, Salesforce Lightning Enterprise, and Salesforce Lightning Unlimited.

SYNC is also compatible with Sales Cloud, Marketing Cloud, Force.com, Wave Apps, Salesforce Mobile 1, Salesforce App Cloud, Lightning Bolt, Steelbrick, Salesforce Quote-to-Cash, Desk.com, Pardot, Analytics Cloud, Sales Wave Analytics, Community Cloud, Commerce Cloud Digital, Commerce Cloud Store, Chatter and Salesforce IoT Cloud.

Payments Solution

ACH Payments Solution Add-On

Do you need an ACH payments solution to complete your ERP and CRM integration? We’ve partnered with Sage Payments to provide you with the ACH service you’re looking for.

If you want the ability to take quicker payments in your ERP, CRM, or eCommerce system, would like to experience less fraud, and provide more convenience for your customers you can download the PDF below or contact us now to learn more.

PDF Download: Payments SYNC Add-On Solution

Video

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“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”

– Gene Horlander

Let’s Get The Ball Rolling!