The client is a Texas based e-learning company which provide training courses, classes, seminars and workshops that improve productivity. We’ve helped them in integrating QuickBooks with Salesforce.
The challenge was to integrate QuickBooks (Desktop) with Salesforce cloud CRM.
We’ve used Avankia’s DBSync to communicate Salesforce with QuickBooks (desktop) application. We did end to end setup of the DBSync, field mapping, scheduling, and created buttons to sync in real-time.
Several custom objects, apex batch classes, triggers, custom fields in QuickBooks were created. We’ve achieved the following.
- End to End invoice and vendor management
- Bi directional sync of invoices
- Offline invoice management
- Highly secure