Data Synchronization
eShopSync for Quickbooks offers a real-time synchronization feature that uses webhooks as an API so you can sync all data including customer, products and services, estimate, payment, and invoice information from Quickbooks to Salesforce with ease. Aside from saving time, it helps you ensure consistency in data records in the two platforms.
Manage Accounts in a Single Platform
The solution comes with a 360-degree view feature, providing users with an integrated, unified platform for all their customer’s data in one shared screen. Hence, you don’t need to keep on switching between the two platforms to manage your data.
Save Time and Effort in Data Entry
eShopSync for Quickbooks offers a matching criteria feature that allows users to match the records from both the systems based on various fields such as the contact number of email. The records of the data only sync if the values in the fields are the same. Hence, you can avoid duplicate records.
Comprehensive User Guide
Getting started with eShopSync for Quickbooks is made easy with its user guide. The guide includes step-by-step app installation instructions with images so you can easily understand what to do. For users with queries, the vendor also provides ticket and email support.
Interactive User Interface
The platform’s user interface is interactive and allows users to create customized dashboards reports.