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The best way to synchronize Salesforce & QuickBooks Online!


  • Turnkey solution, download to installed in 20 minutes. 
  • Recurring synch every 15 minutes to every 24 hours.
  • Everyone with Salesforce can see QuickBooks Online info.
  • Use QuickBooks Online info to run reports in Salesforce.
  • Lowest TCO, Fast Time-to-Value
  • Looking for our integration for QuickBooks On-Premises & Salesforce? Click here for DataSynch On-Premises. 

 

What versions of Salesforce do you support?

Salesforce Professional Edition (w/the products module), Enterprise Edition and the Non-Profit Edition

What versions of QuickBooks do you support?

QuickBooks Online.  For on-premise versions of QuickBooks, see DataSynch On-Premises for Salesforce & QuickBooks.

How much is DataSynch On-Demand?

DataSynch On-Demand is $75 a month no matter how many users you have on either application.

Can I get a demo of DataSynch On-Demand?

You may trial DataSynch On-Demand free for 30-days by clicking here and going through the signup process. You'll then receive further instruction via e-mail.

What is your support policy?

Support is included with your $75 a month subscription fee. Asking a question via the support forums is the quickest way to get help as the entire team is notified of a new post. You may also submit a helpdesk ticket or send an email to support@pervasivedatasolutions.com (be sure to include the name of your company and the words DataSynch in the subject line of your email). All support requests are answered within the next business day. We answer requests on a first come first serve basis and expedite more serious issues to the top.

Can DataSynch On-Demand be customized?

No, DataSynch is an out-of-the-box turnkey solution. If you need something custom, please send your request to sales@pervasivedatasolutions.com with the subject ‘Request for custom integration’ and we’ll pass it on to our custom integration division.

Is DataSynch On-Demand bi-directional?

Yes, it doesn't matter whether you enter information in Salesforce or QuickBooks Online...information will flow both ways.

When is a QuickBooks transaction generated?

A transaction in QuickBooks will be created once an Opportunity in Salesforce is marked ‘Closed Won.’ This will happen on the next synchronization.

Can I run the synch real time?

No, our current options for scheduling are every :15 minutes, 30 minutes, 1 hour, 12 hours, 24 hours or Never (for manual synching)

What transaction types can we generate in QuickBooks Online from Salesforce

  • Invoices
  • Sales Reciepts (coming Dec 09)

If I create one of the above transactions in QuickBooks Online, what will happen in Salesforce?

A ‘Closed Won’ Opportunity with our custom field ‘QB Transaction Type=(whichever transaction you created)’ will be generated in Salesforce.

What if I don’t want sales reps to automatically generate invoices in QuickBooks Online?

You can do one of two things:

  1. Create a workflow rule for reps that requires any Opportunity they mark as ‘Closed Won’ to be approved by the person or group of your choosing.
  2. Disable the ‘Closed Won’ stage for reps and create a new stage that notifies you. You can then mark each Opportunity as ‘Closed Won’ yourself.

If I switch endpoints during my subscription, can I switch connections? (ie QuickBooks to QuickBooks Online)

Absolutely, simply email sales@pervasivedatasolutions.com with the subject ‘Tradeup’ and let us know which connection you’d like to switch to. This only applies to packaged solutions we have pre-built (see our current product line).


 
 
 
 
 

Lowest Subscription Cost Means Quickest Return On Investment

 

DataSynch On-Demand is a subscription service that is available in monthly, quarterly, or yearly subscription plans.  With monthly service only $75 per month, DataSynch On-Demand is the most affordable integration solution for Salesforce & QuickBooks Online available.

No matter which billing frequency you choose, DataSynch On-Demand comes with all features enabled and no user limit!

Have a Question About DataSynch On-Demand?

The best place to get your questions answered is in our dedicated Sales Forum which can be found here.

You will be asked to sign into the DataSolutions site.  If you do not have a user ID, it takes less than a minute to create one.

An alternative to the Sales Forum is e-mailing our sales team directly at sales@pervasivedatasolutions.com

Start Integrating Salesforce & QuickBooks Online Now!

Over one hundred organizations use DataSynch. In just a few minutes, you can be one of them.

Click This Button To Start Your FREE Trial!

You will be asked to sign into the DataSolutions site.  If you do not have a user ID, it takes less than a minute to create one.

If you have any issues during the signup process, please contact the webmaster 

Videos  Documentation  Reviews 

 Videos 

 Documentatio

 Reviews 

"As expected from a company like Pervasive, DataSynch OnDemand is a great product. Getting our accounting into "the cloud" and then integrating it with Salesforce.com has significantly increased our productivity."

"But was has impressed me most are the people at Pervasive. In this day and age, it is unusual to find an organization with such a strong commitment to customer success. Very impressive indeed! Thanks Pervasive."

Read more reviews at the Appexchange...





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