Name: SYNC Integration for QuickBooks and Salesforce
Brand: Commercient
SKU: 11826
Rating: 5.00 (5 reviews)

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★★★★★(5)

Commercient SYNC designed to integrate with QuickBooks Desktop, QuickBooks Enterprise and QuickBooks Online to Salesforce

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Description

Have the best of both worlds.

Combining your QuickBooks® software with Salesforce keeps your business running seamlessly while your sales and customer service teams enjoy a 360-degree view of everything happening backstage.

In the back office, your QuickBooks® system helps streamline your processes, controlling your inventory, managing your resources, invoicing, and monitoring overall performance.

At the same time, your sales and customer service teams can provide intelligent feedback on performance through their Salesforce screens. SYNC allows them to check the status and progress of QuickBooks® jobs, material requirements, customer records, inventory availability, financial information, and much more. Sales can also close new business and instantly convert a new sale to QuickBooks® as a Sales Order, a Job, or a new product with a BOM.

Sound interesting? Ask your Commercient representative about these options.

You can also find us on the Salesforce AppExchange.

Why?

Why Use SYNC for QuickBooks®?

Implementing Commercient SYNC creates a simple data integration pathway between QuickBooks® 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.

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® ERP 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® 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.

Check out what Commercient customers are doing with SYNC for QuickBooks and Salesforce.

Compatible Software

Software SYNC for QuickBooks® Is Compatible With

Commercient SYNC is compatible with QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks® Online and QuickBooks Enterprise.

Additionally, the SYNC for QuickBooks® 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

Credit Card Payments Solution Add-On

Do you need an Credit Card payments solution to complete your ERP and CRM integration? We’ve partnered with multiple payment processors to provide you with the merchant 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

Product Review

QuickBooks Desktop and Salesforce SYNC

★★★★★

“I can't stress this enough, please work with them! Commercient is great, really listen to your needs, will explain fully what they are doing every step of the way, and if there are any problems they will work with you to resolve it. They really listen to your needs, will explain fully what they are doing every step of the way, and if there are any problems they will work with you to resolve it. The product and integration was very simple. They worked alongside our team to make sure we could understand what was going on at all times. If we do have a question or concern, they are on top of it and will reach out to us quickly.”

- Rachael Jarrells

Excellent Tool

★★★★★

“Working with a great team at Commercient. This is a great tool that has helped us sync our systems together. Would recommend.”

- Adrian Garcia

Wonderful experience

★★★★★

“The integration in phase I between our Quickbooks and Salesforce was pretty good It's working in a proper manner and let us sharing the entire customers information with our reps team that caused we improved our outcome.”

- Marcelo Chacón

Seemless Integration

★★★★★

“Automated data feed allow us to get our real time QuickBooks Enterprise info over to Salesforce daily. The integration from our QB to SF was done very well. The team was very professional and help us through any problem every step of the way.”

- Thien Cao

Commercient came through for us

★★★★★

“We attempted to integrate QuickBooks Enterprise with Salesforce with one of Commercient's competitors and it was a disaster. After months of work, we had to walk away because they could not get the job done. Commercient has a effective and efficient process. We had progress each time we met and when we ran into a snag, they had a solution within a reasonable period of time - usually is a day or two. We are currently running in Phase 1 for a few months mostly to get our Sales team comfortable with using Salesforce. Commecient saved us from walking away from a significant investment.”

- Greg Florence

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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

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

Reviews

Rated 5 out of 5
Adrian Garcia – March 31, 2023
Working with a great team at Commercient. This is a great tool that has helped us sync our systems together. Would recommend.
Rated 5 out of 5
Marcelo Chacón – September 26, 2023
The integration in phase I between our Quickbooks and Salesforce was pretty good It’s working in a proper manner and let us sharing the entire customers information with our reps team that caused we improved our outcome.
Rated 5 out of 5
Thien Cao – October 10, 2023
Automated data feed allow us to get our real time QuickBooks Enterprise info over to Salesforce daily. The integration from our QB to SF was done very well. The team was very professional and help us through any problem every step of the way.
Rated 5 out of 5
Greg Florence – October 18, 2023
We attempted to integrate QuickBooks Enterprise with Salesforce with one of Commercient’s competitors and it was a disaster. After months of work, we had to walk away because they could not get the job done. Commercient has a effective and efficient process. We had progress each time we met and when we ran into a snag, they had a solution within a reasonable period of time – usually is a day or two. We are currently running in Phase 1 for a few months mostly to get our Sales team comfortable with using Salesforce. Commecient saved us from walking away from a significant investment.

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