Automating Your Business with Salesforce Quickbooks Integration - eShopSync Automating your business with Salesforce Quickbooks Integration is a great way to streamline processes and save time. Quickbooks integration allows you to sync data across multiple platforms, allowing for accurate and up-to-date financial information. https://eshopsync.com/quickbooks-and-salesforce-integration/

1. QuickBooks Salesforce Connector : Bridging the Gap
Between Sales and Finance
We will unravel the secrets behind the QuickBooks Salesforce Connector – a game-
changing solution that revolutionizes how you manage your financials and customer
relationships.
Get ready to discover a whole new level of efficiency, productivity, and growth as
we delve into the amazing possibilities brought about by seamless integration.
What is QuickBooks Salesforce Connector?
QuickBooks Salesforce Connector is a robust integration tool by eShopSync, that
connects the accounting functionalities of QuickBooks with the CRM capabilities of
Salesforce. In simpler terms, it allows you to sync important financial data between
these two platforms seamlessly.
With this connector, users can easily transfer sales orders, invoices, payments,
customer details, and other financial information back and forth between QuickBooks
and Salesforce in a real-time.
Why use QuickBooks Salesforce Connector?
The primary reason why businesses opt for the QuickBooks Salesforce Connector is
its ability to automate tasks that were once done manually. With this integration in
place, there’s no need to switch back and forth between different systems or
manually enter data into each one separately. This not only speeds up processes but
also minimizes errors caused by human intervention.
Also, eShopSync provides a 5-day free trial after installing the QuickBooks Salesforce
connector. You can use it to check out its features and working.

2. Key Features of QuickBooks Salesforce Connector
The connector enhances the features of QuickBooks and the Salesforce platform. It
helps you to seamlessly sync all your data automatically without any duplicate data.
1. Real-time Data Sync: The connector ensures that any changes made in one
system are automatically reflected in the other in real time. This eliminates
the need for manual updates and reduces errors caused by outdated data.
2. Bi-Directional Data Flow: The connector enables two-way data transfer
between QuickBooks and Salesforce. This means that not only can you push
data from one system to another, but you can also pull information from
either platform as needed.
3. Customizable Mapping: Users have the flexibility to map data fields
between QuickBooks and Salesforce according to their specific business needs.
This ensures that only relevant information is shared between the two systems.

3. 4. Secure Connection: The connector uses secure protocols for data transfer,
ensuring that sensitive financial information is protected at all times.
5. Easy Setup and Configuration: The QuickBooks Salesforce Connector is
easy to set up and configure, requiring minimal technical knowledge. This
means that businesses of all sizes can benefit from this integration.
Some other features include:
1. Manage Multiple QuickBooks Accounts
2. Sync QB Customers, Products/Services, Vendors, Invoices, Estimates, Credit
Memos.
3. MultiCurrency Supported
4. Matching Criteria
5. Field Mapping
6. Synchronization Logs
7. Sync Invoices and estimates using Salesforce opportunity
8. Import Invoices and Estimates as PDFs into Salesforce
How to use the QuickBooks Salesforce Connector?
Here are the steps that you have to follow:-
1. Get the connector eShopSync for QuickBooks from the Salesforce Appexchange
2. Install and setup the application
3. Then do the configuration properly
4. After that, start using the application that performs the sync process.
For a detailed process, you can check out our QuickBooks Salesforce Connector user
guide.

4. Conclusion
The QuickBooks Salesforce Connector is a valuable tool for businesses looking to
improve efficiency and streamline their operations. By seamlessly integrating two
powerful software systems, it provides a comprehensive view of customer data and
eliminates manual efforts, saving time and reducing errors.
For any queries, connect with our Salesforce Consultant Team. As they are available
24 hours a day.
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