HarvestSync™ for Salesforce®
Intended for companies and professional services organizations that track time entries for internal or client projects, HarvestSync for Salesforce effortlessly integrates time entry data from the Harvest time and expense tracking web-based application with Salesforce®. Other features: * Time Card Integration: Each hour, automatically bring in all of your Harvest time entry information into the Salesforce CRM * Analytics: Utilize robust Salesforce.com reporting and analytics to understand your projects
Top keywords
- time5×7.35%
- salesforce4×5.88%
- analytics2×2.94%
- entry2×2.94%
- harvest2×2.94%
- harvest time2×2.94%
- projects2×2.94%
- time entry2×2.94%
Quickbooks Online By Tally Integrations
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%
