Freshbooks EasyConnect
Freshbooks EasyConnect is a Salesforce native Application. This app is used to connect Salesforce with Freshbooks and vice-versa. The app provides bi-directional sync functionality (360 degree) i.e., Salesforce to Freshbooks and Freshbooks to Salesforce. It provides a wide variety of functionality for connecting Salesforce with Freshbooks and vice-versa. Users can perform the following operations: “Sync Clients”, “Sync Payments”, “Sync Invoices”, “Create New Invoices”, “Generate PDF of Invoices”, “Send an Email of Invoices” by clicking respective buttons on the detail page of objects. Features: ➢ Business and Client objects of Freshbooks are synched with Account and Opportunity objects of Salesforce respectively. ➢ Invoice and Invoice Line Item objects of Freshbooks are synced with Invoice and Invoice Line Item custom objects of Salesforce respectively. ➢ Payment and Invoice Item Name objects of Freshbooks are synced with Payment and LineItem custom objects of Salesforce respectively.
Top keywords
- freshbooks8×5.71%
- salesforce8×5.71%
- objects7×5.00%
- invoice5×3.57%
- invoices4×2.86%
- sync4×2.86%
- item3×2.14%
- objects of freshbooks3×2.14%
- objects of salesforce3×2.14%
- respectively3×2.14%
- salesforce respectively3×2.14%
- custom2×1.43%
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%
