What is eShopSync for QuickBooks?
eShopSync for QuickBooks is an application that works as a connector between QuickBooks and Salesforce to easily synchronize the data. This makes the customer relationship more manageable by analyzing what you have to focus on and in which area. Whenever a user is having n number of data then they have to use eShopSync for QuickBooks connector to sync data with Salesforce conveniently without any duplicate data. The connector follows the match criteria before syncing the data from QuickBooks to Salesforce.
What Benefits does a user get while using eShopSync for QuickBooks?
- Developing Marketing Strategies- In this, there is a collection of customer feedback and then it goes for analysis to learn the preferences of the customer. This helps us to serve them even better.
- Track financial records- Check the financial transactions of clients by keeping uptranactions and managing them in one place.
- Enable team collaboration- Share the information by collaborating with all team members outside the business channels which can increase the rate of communication.
- Categorised Transactions- The accounts and transfers can be customized so that you can distinguish the payments using sales, company, or personal accounts.
- Improved Accessibility- It provides easy access to the information without switching multiple systems and is especially for the accounting team.
- Easy Personalization- You can customize the graphs, invoices, tables, and templates according to the data that vary from customer to customer.
- Simplified Billing Process- You can create invoices in just one click for your customers and also save them in a short time.
- Enhance Data Security- For securing all the information, store the data on the interconnected solution.
What are the key features of eShopSync for QuickBooks?
5 exciting key features for QuickBooks to Salesforce synchronization are mentioned below. You can simply download, install, and then set up the connector from the Salesforce appexchange.
- Real-Time Synchronization- Sync your real-time data by saving your time and also ensures the consistency of the data record that you are syncing from QuickBooks to Salesforce.
- Interactive UI- The user interface (UI) is designed according to the service approach that is helpful for your businessin creating customized and user-specific dashboard reports.
- Field Mapping- With this, you have to map the fields accordingly of all the data that you are synchronizing from QuickBooks to Salesforce. You can also map the custom fields for QuickBooks Salesforce integration.
- 360 Degree view-In this, you can view the data of all your customer on one screen. The data is unified and synchronized using the QuickBooks Salesforce integration connector.
- Matching Criteria- This feature helps users not create any duplicate data while synchronizing into Salesforce. Before syncing, you are required to match the data from both sides according to the different fields. When fields matche with values then only it syncs the data properly.
Why use eShopSync for QuickBooks?
Many numerous advantages are there that a user gets when they use the connector from salesforce appexchange to synchronize the QuickBooks with Salesforce. The advantages are as follows:-
- A platform that helps you in managing the syncing of data without any duplicate data values.
- You can sync your customers as contacts and accounts into your Salesforce account.
- There is a concept of Salesforce Centric to take advantage of a problem-free environment.
- It syncs all your data of QuickBooks into Salesforce to get the benefits of Salesforce (CRM) software.
- In Salesforce you get a creative and interactive design that helps in productive data utilization.
- Categories can be synchronized easily from QuickBooks to Salesforce.
- You can track the orders with their information as per the user’s requirement.
- Manage your inventory and products by syncing the orders and products automatically.
Conclusion:
The eShopSync for QuickBooks connector from eShopSync makes it simple to synchronize Salesforce with QuickBooks. With this, users can integrate all of their company's QuickBooks accounting data with Salesforce to strengthen customer relationships. It also assists in monitoring business growth and identifying the areas where users need to focus.
Connect with our eShopSync experts team as they have certified team members who can quickly fix your issues. We offer on-demand customizations, so you can let us know your precise needs or visit- https://eshopsync.com/hire-salesforce-consultant/
REF: https://rb.gy/n2rcov
QuickBooks and Salesforce are two cloud-based software and they are widely used by small to large companies.
With the help of integration Salesforce services with QuickBooks can save hours in manual data migration and give information about how your business is operating and where it can be optimized.
