With the free hour of support we provide, we can answer any Quickbooks Online questions you may have. If you know your way around Salesforce, but you are new to Quickbooks Online, setting up the Quickbooks Online integration is an easy step-by-step process. Use Case 3 - New to Quickbooks Online, Experienced with Salesforce No matter where you want to generate your invoices you can quickly and easily generate, then print and mail or email your invoices out to your customers. Many of our customers liked being able to generate their invoices in Quickbooks Online rather than Salesforce and QB Connect helps you do that too. Whether you want Quickbooks invoices to connect to Salesforce Opportunities, Salesforce Quotes, or our custom Invoice object, we make it easy manage your data. You can use QB Connect to make sure that the business process you built with Quickbooks Online matches up with how you’re utilizing Salesforce. Let us help you make sure your Salesforce Accounts match your Quickbooks Customers and that your products are priced consistently. Once you have your Quickbooks Online account connected to Salesforce, simply use our historical data sync feature to pull all the information from Quickbooks Online into Salesforce. Is Quickbooks Online already part of your business? We can help you with that. Use Case 2 - Experienced with Quickbooks Online, New to Salesforce Allow our staff to advise you on best practices and make suggestions on how to configure your accounts so you are positioned for success. Not only are we the easiest way for you to connect your two accounts, when you purchase QB Connect it comes with an hour of free consulting. Is your business new to both Quickbooks Online and Salesforce? The prospect of setting up two new business software systems can be daunting. Use Case 1 - New to Quickbooks Online, New to Salesforce Why should use QB Connect Pro? Here are a few use cases. Our product is both simple to use and easy to configure, but the hour of support is provided as our guarantee of success and something the other products won’t give you, or will charge you for. With each purchase of QB Connect, Cloud Builders offers one hour of support that you can use to assist you in configuration and to answer any questions you may have about integrating Salesforce and Quickbooks online. Step 2 - Connect to your Quickbooks account. Step 1 - Download QB Connect from the AppExchange. QB Connect can easily be configured in three steps. Easy, Quick Installation and Configuration Setting your currency is easy and fully documented in our Integration Guide. QB Connect Supports Multiple CurrenciesQB Connect supports all the currencies that Quickbooks Online offers. It’s that easy! QB Connect Supports Multiple Currencies QB Connect can easily be configured in three steps: Competing products have hidden fees, use external servers and many have transaction costs on top of the yearly subscription expense. QB Connect charges a straightforward yearly subscription price. Your data is safe, secure and there are no hidden fees. QB Connect is a native Salesforce application (it is code inside your Salesforce organization) that connects directly via api to your Quickbooks online account via an encrypted REST connection. This not only runs afoul of Salesforce partner terms and conditions, it adds in another layer of exposure to your sensitive financial information. That’s because they allow for a free download but charge you access to a third party server to connect your two accounts. Other Quickbooks Online to Salesforce integrations claim to be free or don’t publish their pricing. Competing products either do not support more than one object or charge more for doing so. QB Connect allows you to integrate invoices directly with the Salesforce Quote or Opportunity standard objects, or our custom Invoice object. Opportunity, Quote and Invoice Integration We support direct integration for all three Quickbooks fields should you create them, and mapping is very easy and fully documented in our configuration guide. Quickbooks Online allows for up to three custom fields. QB Connect works with Salesforce Classic and the new Lighting Interface. Syncing your historical data is easy with QB Connect and fully documented in our user guide. Sync your Salesforce account to your Quickbooks Online customers, or the the other way around. Whether your company is new to Salesforce or new to Quickbooks Online, QB Connect enables you to easily sync your historical data. The version will appear in the help text. Not sure what version you have? Open Salesforce and hover your mouse over your browser tab at the top of your browser. We support Professional, Enterprise and Unlimited Editions. QB Connect integrates Quickbooks Online directly with Salesforce.
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