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QB Sync Made Easy

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Software Status:Active

About QB Sync Made Easy

QB Sync Made Easy is a specialized integration platform designed to connect Salesforce CRM with QuickBooks accounting software. Developed by HIC Global Solutions, the tool focuses on synchronizing financial and customer data between the two platforms in real time.

QB Sync Made Easy Details

Vendor
HIC Global Solutions
Year Launched
Location
Intuit Inc. 2700 Coast Ave. Mountain View, CA 94043
Deployment
cloud, web browser
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English
Users
Business Owners, Accountants, Bookkeepers, Finance Teams, Customer Success Teams
Industries Served
Healthcare, Education, Finance, Retail, Accounting, Information Technology
Tags
QB Sync, Integration, Intuit, Accounting Automation, Financial Data Synchronization, Salesforce AppExchange Application, Accounting Data Sync

QB Sync Made Easy's In-App Market Place

Does QB Sync Made Easy have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CHF (CHF), CNY (¥), INR (₹), MXN (Mex$), SGD (S$), HKD (HK$), SEK (kr), NZD (NZ$), KRW (₩), RUB (₽), BRL (R$), ZAR (R)

Pros & Cons

  • Provides real-time bidirectional synchronization between Salesforce CRM and QuickBooks accounting.
  • Reduces manual data entry significantly by automating financial and CRM data transfers.
  • Supports advanced field mapping to align complex Salesforce objects with accounting records.
  • Enables finance teams to generate and track invoices directly from Salesforce workflows.
  • AI-powered duplicate detection improves data accuracy and reduces record conflicts.
  • Requires both Salesforce and QuickBooks accounts which may increase operational costs.
  • Requires both Salesforce and QuickBooks accounts which may increase operational costs.
  • User interface is designed primarily for Salesforce users which may confuse accounting teams.
  • Feature set focuses heavily on sync capabilities rather than broader workflow automation.
  • Smaller ecosystem compared to larger iPaaS platforms like Zapier or Workato.

QB Sync Made Easy's Support Options

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