Integrate QuickBooks And Salesforce
Autofy connects Salesforce and QuickBooks Online with a template sync to get you started fast. Many businesses stick with this - this is our Standard product, and it's great for businesses that have a simple workflow.
What Will It Sync?
To start, Autofy syncs these things together. You can change and customize this anytime!
How Does It Work?
Connect once to your apps to create Channels.
Trigger syncs yourself, or schedule them.
Syncs data as it's created or modified.
Status Center shows you a list of all the records Autofy synced.
Autofy emails you notifications if anything looks wrong.
Autofy support answers questions and solves problems.
Opportunities sync to QuickBooks transactions, most commonly Invoices, but you can choose which works for your business. For Invoices, Autofy will get Opportunities that have been created or modified since the last sync, marked closed won, and send those to QuickBooks. Once they've been added to QuickBooks, Autofy returns the invoice date, number and open balance to the Opportunity. As the open balance changes, it gets updated back to Salesforce.
Accounts sync to Salesforce from QuickBooks Customers. Autofy pushes all QuickBooks Customers to Salesforce as Accounts, and keeps them up to date. This ensures that your current customers are represented in your Salesforce org.
Going the other way, Autofy only syncs Accounts to Customers if you're syncing a closed won Opportunity.
Products sync from QuickBooks to Salesforce Products. When you add or update an Item in QuickBooks, Autofy will send it to Salesforce to the Products object. You can then use these products in your Opportunities, ensuring that QuickBooks is given items it recognizes when you close a deal.
What Does The Workflow Look Like?
To start using this template, just click below to start an Autofy trial. Then, click the template you want to use and follow the instructions.