QB Sync Made Easy Release Note: February Update 1.26
Since managing projects in QuickBooks online was a hassle due to the lack of API support for the project object, we introduced a game-changing integration in our latest release.
Businesses can finally sync their project data automatically into QuickBooks. Say no more manual entries and keep your financial records precise and your management process hassle-free.
What’s New in QB Sync Made Easy
Major Enhancements
1. No More Manual Entries
It’s time to focus on what truly matters while your Projects get automatically synced into your QuickBooks from Salesforce effortlessly.
2. Stay Updated with Real-Time Updates
Refresh your records within minutes and get ready to keep everything accurate and up to date for your business.
3. Enjoy a Smooth & Secure Experience
Our dedicated interface ensures seamless integration, so you never have to worry about errors or security risks.
4. Sync on Your Terms
Customize when and how your projects sync, making the process work for your business needs.
5. Stay in Control with Error Tracking
Get complete visibility into every sync you do with detailed logs and smart error handling.
Key Benefits of Syncing Projects Between Salesforce & QuickBooks
- Reduce data entry efforts and save time.
- Keeps project records synchronized between Salesforce and QuickBooks.
- Helps monitor and report project-related finances more effectively.
- Provides a reliable solution for businesses that rely on project-based workflows.