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Account Integration for use Account Integration for use with QuickBooks® and with QuickBooks® and
SalesforceSalesforce
by Dynamic Ventures, Inc.by Dynamic Ventures, Inc.
What is What is Account Integration for use with QuickBooks® and SalesforceAccount Integration for use with QuickBooks® and Salesforce??
• Account Integration for use with Account Integration for use with QuickBooks® and SalesforceQuickBooks® and Salesforce offered by Dynamic Ventures is an automated integration tool between Salesforce and QuickBooks, that ensures the transfer of Contacts and Accounts from Salesforce into QuickBooks
• The application involves two
distinct operations:Operation 1: Exporting the Contacts and Accounts from Salesforce Operation 2: Importing the Salesforce Contacts and Accounts as Customers into QuickBooks
· Export Contacts· Export Accounts · Import Contacts
· Import Accounts· Create Customers with
imported data
Why using Why using Account Integration for use with QuickBooks® and SalesforceAccount Integration for use with QuickBooks® and Salesforce??
• Automatic transfer of Salesforce Contacts and Accounts to QuickBooks; no need to manually introduce data
• Free application
• Rapid and secure connection between Salesforce.com and QuickBooks
• No previous training is required
• Easy installation both in Salesforce and QuickBooks
• Customizable application adapted to the unique needs of any company/organization
Exporting Contacts/Accounts from Salesforce.comExporting Contacts/Accounts from Salesforce.com
Step1:Click the
export custom links
Step2:Optional - review and edit the information that will
be exported to QuickBooks, without modifying the data
existing in Salesforce
Step3:Submit the output data
Importing Contacts and Accounts as Customers into QuickBooksImporting Contacts and Accounts as Customers into QuickBooks
Enter Customer ID and Customer Password for
security reasons
Choose to import data from Salesforce
Accounts or Contacts
Choose to create QuickBooks
Customers or Vendors
Importing Contacts and Accounts as Customers into QuickBooksImporting Contacts and Accounts as Customers into QuickBooks
Step1:Access sub-menu
Step2:Select
Customers to be imported
Step3:Import
Customers
View imported dataView imported data
Customers containing data imported from
Salesforce Accounts or/and
Contacts are created in
QuickBooks
About Dynamic VenturesAbout Dynamic Ventures
• Dynamic Ventures, a Microsoft Gold Certified Partner headquartered in Silicon Valley, California USA, is a provider of custom software development and maintenance services.
• We specialize in developing software for vendors who incorporate our work into their product offerings, marketed under their own company or brand name
• Custom software integration services with platforms such as: SalesForce.com, QuickBooks, eBay, PayPal, Google, Amazon, Skype or UPS.
• Salesforce.com Partner
• QuickBooks Gold Developer
Contact us
• You can reach us at:
Phone: (408)343-0234
Email address: [email protected]
• Or visit http://www.dyve.com/dv/SalesForceDeveloper.htm to see how we can help you to improve the quality of your business
