Overview
DBSync for Salesforce Field Service and QuickBooks Desktop is an easy to use application aimed at integrating Salesforce Field Service with QuickBooks Desktop. This application provides a pre-built field-to-file map that can manage complex and dynamic mappings. In addition, DBSync has an online updater, which enables customers to automatically acquire all the product’s different features available in new releases. The app’s connector includes the following ready-to-use mappings:
- Salesforce Account/Contact to QuickBooks Desktop Customer/Contact
- Salesforce Opportunity Name to QuickBooks Desktop Job Name
- Salesforce Opportunity & Product Name to QuickBooks Desktop Invoice & Line Item
- Salesforce Opportunity & Product Name to QuickBooks Desktop Sales Receipts & Line Item
- Salesforce Product Name to QuickBooks Desktop Items
- QuickBooks Desktop Payment on Invoice to Salesforce DBSync Invoice
Benefits
- Seamless data transfer
Integration was designed to simplify the process of transferring data from Salesforce Non Profit to QuickBooks Desktop, eliminating the need to introduce data manually. In this way, the time you spend for data entry is reduced and duplicate data-entering is avoided. - Ability to implement automated workflows
Choose from our pre-built workflows or create your unique automated workflows with no need to write a single line of code - Reduced turn-around time
Donations entered in Salesforce automatically synchronized into QuickBooks, saving you time and reducing the chance of errors
Frequently Asked Questions
What versions of QuickBooks Desktop do you support?
- QuickBooks 2008 and later US versions
- QuickBooks 2008 UK and Canada and later versions
How frequent the sync takes place? Is this process automated?
The sync can happen every 5-10 minutes. This can be scheduled and configured in your QuickBooks WebConnector. And yes, the synchronisation can be a completely automated process.
Can DBSync support Product Hierachy?
Yes, DBSync supports product hierarchy within salesforce.com as it is supported in QuickBooks.
Can we install DBSync on our Sandbox and later switch to our production instance?
You definitely have the ability to do that.
Do you charge for the installation process?
No, the installation is completely free.
Can DBSync be customized and can it integrate Custom Object and Custom Fields?
Absolutely, DBSync is a completely flexible solution, which can be customized for unique business processes.
Can I upgrade or downgrade the version of DBSync after the trial period is complete?
Yes, we're happy to provide only the product that meets your business needs. And you always have a flexibility to upgrade your license to support your business growth.
Do you provide trial option?
Definitely, 14-day free trial is available after completing the registration process