QB Sync Made Easy

QB Sync Made Easy

HIC Global Solutions
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About

Connect your sales and accounting processes with QuickBooks online integration tool, sync QuickBooks in a secure and simple way. Consolidate your Financial Data across both platforms and effortlessly Key features: ● Real-Time 2-way Sync ● Setup multiple QuickBooks orgs ● Invoice creation ● Multi-currency Support ● No Code Configuration

About

Online or on-site, card or eCheck. Always have just the way to let customers pay, no matter how or where you work. Pair Payments with a QuickBooks Checking account for Instant Deposit at no added fee (if eligible), and a seamless way to spend, stash, and grow your money from one place. Get paid on your schedule, not theirs. See your money sooner and get the cash you need to keep business going strong. If you’ve been using a QuickBooks Payments account with QuickBooks Desktop or GoPayment, you can link it to your QuickBooks Online account. All of your bank and credit card transactions automatically sync to QuickBooks to help you seamlessly track your income & expenses. Get paid on your schedule, not theirs. See your money sooner and get the cash you need to keep business going strong. Have money on hand when you need it. Eligible payments are deposited next business day, or instantly for an extra 1%.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accounting professionals, and companies that use QuickBooks and Salesforce

Audience

Businesses searching for a solution to improve their payment services and increase sales

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$0
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.2 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Before using this tool, our team was stuck entering the same information in both QuickBooks and Salesforce, which was time-consuming and often caused mistakes. Now, everything syncs automatically with real-time updates. Both our finance and sales teams stay aligned without worrying about data mismatches. The setup was smooth, and the interface is clean and easy to navigate.
  • This tool has saved us hours by eliminating manual data entry between Salesforce and QuickBooks. The real-time, two-way sync keeps everything accurate and up to date. Setup was quick, no coding needed and it even synced our historical data. The latest update made syncing faster and added better control over records.
  • I use both Salesforce and QuickBooks for work, and this tool has made things much easier. The setup was simple, and after that, it automatically started syncing everything like invoices, payments, and customer information. I no longer have to enter the same data twice, which has saved a lot of time and reduced errors. One of the best parts is that my sales and finance teams now work with the same up-to-date information, which has significantly improved coordination.
  • Before using QB Sync Made Easy, we were stuck doing a lot of manual work-entering the same data into both QuickBooks and Salesforce. It took forever and we made lots of mistakes. Since we started using this tool, everything connects and updates automatically. Our finance and sales teams can finally stay on the same page without any extra effort. Setup was quick, and now everything just works!
  • This tool has completely transformed how we manage our finances. Before using it, we were constantly dealing with manual data entry between QuickBooks and the CRM, end up taking so much time and a lot of errors. Now, everything syncs automatically, and our sales and accounting teams are always on the same page. The setup was super simple, and now, everything is working smoothly.

Cons

  • If your workflows are unique, you may need to adjust a few settings to get everything aligned. That said, the tool is very flexible, and the support team is helpful if you run into any challenges.
  • A few adjustments may be needed for customized setups, but support is quick and helpful.
  • It works great if you’re using the basic version of Salesforce and QuickBooks. But since we’ve made some changes in how our systems work, I had to spend some time adjusting things. Also, if you’ve never used tools like this before, it might take a little while to understand how everything works.
  • If your business has really unique or complex ways of working, you might need to tweak a few settings to make the sync perfect. But the tool is flexible enough to adjust things easily.
  • For businesses with highly customized workflows, a few small adjustments may be needed to optimize the sync, but the flexibility of the tool makes it easy to tailor to specific needs.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HIC Global Solutions
Founded: 2015
United States
qbsyncmadeasy.com

Company Information

Intuit
quickbooks.intuit.com/payments/

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Categories

Categories

Credit Card Processing Features

Cash Transactions
Contactless NFC
Electronic Receipts
Electronic Signature
Mobile Card Reader
PCI Compliance

Integrations

QuickBooks Online
AveeCare
Bloomreach
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Dash Billing
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Monitor360
OVVI POS
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WizCommerce
allGeo

Integrations

QuickBooks Online
AveeCare
Bloomreach
Bravo POS for Pawnbrokers
Dash Billing
GlassJar
Monitor360
OVVI POS
Paddle CRM
Rayven
Salesforce
WizCommerce
allGeo
Claim QB Sync Made Easy and update features and information
Claim QB Sync Made Easy and update features and information
Claim QuickBooks GoPayment and update features and information
Claim QuickBooks GoPayment and update features and information