Project Description

Autofy for Salesforce integrates QuickBooks (desktop and online) and Salesforce in just a few easy steps. Stop errors, wasted time, and hassle in their tracks. Start automatically syncing your important data on demand or on schedule, and save time!

  • Standard integrations for customers, items, transactions and payments

  • Ability to accommodate custom fields and custom objects

  • Easy setup, friendly support and expert help when you need it

FEATURES:

– Opportunities go to QuickBooks Orders, Invoices, Estimates, or Receipts
– Customers and items sync both ways between QuickBooks and Salesforce
– QuickBooks invoice details go to Salesforce Opportunities
– Payments in QuickBooks update the open balance amount in Opportunities
– Easy setup in just a few steps
– Error notifications emailed to you
– Syncs on demand
– Friendly support and expert help when you need it

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