From Connectors, we will get this screen for Quickbooks and Salesforce connection.Go to the “Template Library” Tab and then click the link: “SalesforceQuickBooks: BiDirectional.”.Open “ ” and click to My Account -> Customer Login.Download and Install Quickbooks Desktop Pro from the official website of Quickbook ( ).DBSync package installed from Appexchange.By connecting with QuickBooks you can view customer information, track expenses, customer reports and gain insights so you can easily predict. Integrating Quickbooks with Salesforce allows financial data to share with the sales team. ![]() QuickBooks Desktop is one-time purchase software that can be installed on your Desktop or a laptop computer. ![]() ![]() This integration optimizes your Order-to-Cash and Procure-to-Pay processes and saves your lot of time and money.Īlso Check: Salesforce and Quickbooks Online Integration Using DBSync DBSync’s Salesforce– Salesforce data such as Product, Accounts, and Opportunites can easily synchronize with the help of QuickBooks Desktop Integration.
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