There is great value of two-way integration of your QuickBooks Desktop Enterprise® and Salesforce systems with Commercient SYNC. By connecting your Accounting and CRM apps, it will allow service and sales groups to easily access data, which would otherwise be kept separate. With Commercient’s integration app, those two connected systems can help increase productivity, which can help bring in more business, cut back on costs, and much more.

With QuickBooks Desktop Enterprise, your company has powerful tools to manage resources, invoicing, control inventories, and more. However, Salesforce and QuickBooks Desktop Enterprise® are separate, and often in different windows on your computer, which makes doing business time consuming if your sales team needs to access accounting data.

Commercient addresses that problem by ensuring all of your data can be easily accessed from your QuickBooks Desktop Enterprise and Salesforce CRM systems in one browser, and in the cloud. Your data will be in a single place easily accessible with our two-way SYNC integration. You can schedule the SYNC to run when you want, whether it’s all the time, a few times a day, or just once daily.

Here’s an example of the power of integrating your ERP and CRM systems: If you create a new customer, opportunity, or order in either of those systems, Commercient’s SYNC solution will integrate and synchronize that data, so your sales and service teams can quickly access it.

Competing integration systems can take days, weeks, or even months to set up, but Commercient SYNC takes hours, and your integration will quickly begin working. Our installs are a fixed fee, thanks to our experience with setting up and running SYNC’ed accounting and CRM systems. It’s backed by a world-class support team who will monitor your integration 24 hours a day, 7 days a week, even on weekends and holidays, and will make sure it’s always successful.

Commercient will take care of the QuickBooks Desktop Enterprise® and Salesforce integration so you can do business more efficiently, which will lead to increased focus on new business and sales.

Data Integration via Commercient SYNC:

1. Accounting data:
   1. ERP customers with CRM accounts.
   2. Customer payment terms and credit limits.
   3. Open invoices.
   4. Invoices on hold.
   5. Multiple ship-to addresses.
   6. Multiple bill to addresses.
   7. Account history.
2. Sales order data:
   1. Open sales orders .
   2. Sales order detail lines.
   3. Sales order history.
3. Invoice data:
   1. Open invoices.
   2. Invoice detail lines.
   3. Payments.
   4. Invoice history.
   5. Serial numbers shipped.
4. Products:
   1. Items.
   2. Prices.
   3. Inventory availability.
5. 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.
6. Plus any other data customers request

With your SYNC’ed data, your teams can continue to grow your business. Plus, it’s simple to automatically convert any new sales to QuickBooks Desktop Enterprise® as a Sales Order, Invoice, a Job, or New Product with a Bill of Materials (BOM).

If you’d like to learn more, simply fill out the contact form to speak with an Account Executive at Commercient.

For informational use only.

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