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 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. The software eliminates manual data entry by automatically transferring invoices, transactions, customer records, and other financial information across systems. The platform supports bi-directional synchronization, allowing updates made in either Salesforce or QuickBooks to reflect instantly in the other system. This improves accuracy and reduces accounting errors while ensuring that sales, finance, and operations teams work with consistent data. Additional features such as advanced field mapping, AI-powered duplicate detection, and legacy data synchronization allow businesses to manage complex integration scenarios with minimal configuration. QB Sync Made Easy is particularly valuable for organizations that rely heavily on Salesforce for CRM and QuickBooks for accounting. By aligning these two critical systems, the software enables improved financial reporting, faster deal-to-cash cycles, and better operational visibility.
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.
Features
Key features
Automatically sync financial and CRM data between Salesforce and QuickBooks instantly.
Manage financial operations across multiple entities and currencies.
Identify and resolve duplicate records using intelligent matching technology.
Import historical QuickBooks records into Salesforce for unified reporting.
Map custom Salesforce objects and fields to QuickBooks data structures.
Create, trigger, and track invoices and payments directly within Salesforce.
Changes made in either platform update automatically in the other system.
Additional features
Automatically transfers financial and CRM records between connected platforms.
Provides no-code setup for integration and mapping tasks.
Protects data transfers using secure encryption protocols.
Combines CRM and accounting insights for unified reports.
Handles accounting data across multiple business entities.
Supports transactions in multiple currencies.
Initiates processes when financial or CRM events occur.
Identifies duplicate records and automatically resolves conflicts.
Aligns project data between QuickBooks and Salesforce environments.
Syncs historical QuickBooks records into Salesforce.
Integrates Salesforce custom objects with accounting data.
Allows custom mapping between Salesforce objects and QuickBooks records.
Enables teams to view invoice and payment status inside Salesforce.
Generate invoices from Salesforce using QuickBooks data.
Allows bidirectional information flow between systems.
Ensures data changes appear instantly across Salesforce and QuickBooks.
Pricing
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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
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
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
Email Address
support@qbsyncmadeasy.comContact
+1 262-310-7818Documentation
https://support.qbsyncmadeasy.com/support/solutionsChatbot
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