QB Sync Made Easy

Real-time, bidirectional Salesforce–QuickBooks sync to automate accounting and CRM workflows

Paid - Subscription-based pricing (tiered plans). Visit the pricing page or contact sales for plan details. Premium support and onboarding packages available.

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About QB Sync Made Easy

QB Sync Made Easy is a Salesforce–QuickBooks integration that automates accounting and CRM workflows by keeping customer, invoice, payment and financial data aligned in real time. Key capabilities include AI-powered record matching to prevent duplicates, bidirectional sync between Salesforce and QuickBooks, configurable dynamic mapping to custom objects, workflow automation (“Flow” feature) for QuickBooks processes, and multi‑org sync with centralized control. Premium onboarding and support packages available.

Key Features

AI-Powered Matching to prevent duplicates and intelligently link records
Bidirectional, real-time sync between Salesforce and QuickBooks
Dynamic mapping including support for custom objects
Flow feature to automate QuickBooks workflows
Multi‑org centralized sync and automation

Who is this for?

Companies using Salesforce and QuickBooks (finance teams, accountants, SMBs and enterprises) who need automated, real-time CRM-accounting synchronization.

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Pricing

Paid

Subscription-based pricing (tiered plans). Visit the pricing page or contact sales for plan details. Premium support and onboarding packages available.