QuickBooks Online and Desktop Integration with Salesforce
DBSync delivers reliable, bi-directional integration between Salesforce and QuickBooks (Online & Desktop). Automate invoice creation, sync critical data like Accounts, Contacts, Opportunities, and Payments effortlessly with zero-code pre-built templates. Trusted by 1000+ businesses, DBSync offers enterprise-grade security and supports multi-currency, multi-QuickBooks orgs. Save 100+ hours a month by eliminating manual data entry and reduce errors. Our platform provides complete visibility while ensuring fast setup, flexible customization, and award-winning support. Please note that the Appexchange 'Free' plan listing offers limited functionality. For the full trial, please visit our website or book a demo.
Top keywords
- data2×2.20%
- dbsync2×2.20%
- offers2×2.20%
- please2×2.20%
QuickBooks Salesforce Integration, Billing & Payments | Tally
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
- accounting2×1.31%
- accounts2×1.31%
- accounts receivable2×1.31%
- balances2×1.31%
