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What is QB Sync Made Easy?
QB Sync Made Easy connects Salesforce and QuickBooks so sales, finance, and accounting teams can stay in sync without the usual manual work. It keeps records updated in real time, supports two-way data syncing, and helps prevent duplicates and errors. The product also handles invoice management inside Salesforce, supports multi-entity and multi-currency setups, and can sync legacy data for a complete financial picture. With custom object support, project syncing, and AI-powered duplicate detection, it aims to make accounting and CRM workflows smoother, faster, and easier to manage.
Key features
- Real-time data sync keeps Salesforce and QuickBooks updated instantly.
- Bi-directional updates help prevent duplicates and reduce accounting mistakes.
- Invoice triggers and payment reports run from Salesforce events.
- Multi-entity and currency support improves financial visibility.
- Legacy data sync preserves historical records across systems.
- AI duplicate detection cleans records with semantic matching.
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