Integrating QuickBooks ® and Salesforce systems with Commercient SYNC will allow a company’s sales and service teams to access data that is usually kept separate. Utilizing our integration app the two systems can help speed up productivity, cut costs, increase business, and more.

Whether you’re using QuickBooks Online, QuickBooks Enterprise, QuickBooks Online Advanced, etc., this powerful ERP will allow your teams to streamline processes, manage resources, control inventory, invoicing, and more. Commercient, a Salesforce AppExchange partner, addresses the problem that you face: Your CRM and ERP systems are separate, and in different windows, which makes doing business very difficult.

Commercient believes all of your data should be easily accessed from your QuickBooks and Salesforce systems in one browser. With our two-way SYNC integration, all your data will be in a single place that’s easy to access, which will simplify your processes. For example, if you create a customer, an opportunity, or order in either system, our integration solution will synchronize in both systems.

SYNC integration from Commercient is a cloud-based solution that allows all your separate systems to be accessed online in Salesforce.

Setting up your SYNC account takes hours, not months like competing systems, and the integration will get to work quickly. It’s backed by a support team who monitors your integration 24/7, including weekends and holidays, to make sure it’s always successful. So you can get on with doing business.

With our SYNC integration, your company will immediately become more efficient, leading to increased focus on sales and new business.

What Commercient SYNCs:

1. Financial accounting data:
   1. Customer payment terms and credit limits.
   2. Open invoices.
   3. Invoices on hold.
   4. Multiple ship-to addresses.
   5. Multiple bill to addresses.
   6. Account receivable history.
   7. Payment history.
2. Customer data:
   1. Contacts.
   2. ERP customers with CRM accounts.
3. Sales order data:
   1. Open sales orders .
   2. Sales order detail lines.
   3. Sales order history.
4. Invoice data:
   1. Open invoices.
   2. Invoice detail lines.
   3. Payments.
   4. Invoice history.
   5. Serial numbers shipped.
5. Products:
   1. Items.
   2. Prices and price levels.
   3. Inventory availability and location.
6. Custom Workflows / Opportunities / Orders / Invoices / Custom Objects:
   1. Create Opportunities from Invoices.
   2. Create Invoices from Opportunities.
   3. Create Sales Orders from Opportunities.
   4. Custom Workflows allow you to create any transaction in the ERP Accounting system when a CRM object reaches a designated state automatically (e.g. Opportunity status) or manually (e.g. Opportunity checkbox). Ask your Account Representative for more details.
7. Plus any other data customers request

With this data, your sales team can achieve new business. And you can easily and automatically convert any new sales to Quickbooks ® as a Sales Order, a Job, or a new product with a Bill of Materials (BOM).

If you’d like to learn more about data integration for your ERP and CRM, fill out the contact form to speak with an Account Executive at Commercient.

For informational use only.

Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.

Commercient is a Salesforce AppExchange Partner. Commercient makes a Salesforce AppExchange licensed managed package, and is available for purchase on the Salesforce AppExchange here.