Autofy: QuickBooks Salesforce Integration
Connect Your Way.
Autofy for Salesforce integrates QuickBooks (desktop and online) and Salesforce in just a few easy steps. Stop errors, wasted time, and hassle in their tracks. Start automatically syncing your important data on demand or on schedule, and save time!
Standard integrations for customers, items, transactions and payments
Ability to accommodate custom fields and custom objects
Easy setup, friendly support and expert help when you need it
- Opportunities go to QuickBooks Orders, Invoices, Estimates, or Receipts
- QuickBooks Customers sync with Salesforce Accounts
- QuickBooks Items sync with Salesforce Products
- QuickBooks invoice details go to Salesforce Opportunities
- Payments in QuickBooks update the open balance amount in Opportunities
- Easy setup in just a few steps
- Error notifications emailed to you
- Syncs on demand
- Friendly support and expert help when you need it
Q: Which versions of QuickBooks and Salesforce does Autofy work with?
A: Autofy works with QuickBooks Pro, Premiere and Enterprise (2009 and newer), US and Multi-Currency editions, as well as QuickBooks Online. For Salesforce, it supports all editions.
Q: Will Autofy pull all my Salesforce Accounts and Products into QuickBooks?
A: No, Autofy only pulls Accounts and Products that are related to a closed/won Opportunity.
Q: Is the trial for a starter version of Autofy?
A: No, the trial gives you the full version of Autofy with all standard functionality.
Q: I have custom fields/objects. Does Autofy sync those too?
A: Yes, Autofy can be customized to sync any custom field or object in Salesforce.