Salesforce for QuickBooks
This product is constantly down and does not sync properly.
The support team tries to get the problems solved and now are resorting to tell us to go to another product.
January 29, 2014
Average System Overall
I think this app will do what you need for the most part however it does have some issues with sync manager needing to be re-installed as well as kicking me out after I make a number of changes. I have also found the data loader a challenge to figure out how you get things to map correctly when you need to import information into Salesforce. There are multiple choices in the beginning that allow you to map correctly and sometimes you it takes multiple tries in order to find the correct one. You have to go through the entire process in order to see if you have selected the correct option and if not start over. It would be great if you could see what options you would have for mapping items when you are selecting the initial object.
January 16, 2014
This is the perfect APP if you are looking for a seamless integration between CRM and Accounting. It is very simple to use and everyone in technical support is very helpful when I call with any questions.
December 12, 2013
Messed Up Salesfore
I suppose if you start from scratch, this might work. But it completely messed up the records in Salesforce and duplicated customer records. Quite a horror show frankly.
You can't even map QB fields to SF fields...very ridged structure and if you don't have their vision of the world, this will really hurt you.
December 3, 2013
It doesn't sync your Sales Orders
If you are thinking on syncing your Sales Orders and having your sales reps have that information being accurate and available this is not the product.
If you have a Sales Order in Quickbooks it will sync to sales force as Prospecting with a 10% chance of closing that deal. But that SO is already a close deal so It will mess up your sales rep pipeline.
On the other hand if you decide that you are going to put your orders in Sales force and that order has a ship date. The ship date field won't sync with quickbooks. So you have to go and modify this manually.
Support was great very helpful and knowledgeable. I'm a big big quickbooks fan and I cannot wait for this two to work together like they should! Keep me posted if you improve this feature and I will come back. You can also contact me at any time. Thanks
November 14, 2013
Outstanding Support...And works great!
I am early into this process, about 3 weeks, but all working great. Best of all the support is much better than dealing directly with SFDC. Purchased SF from Intuit along with the sync, this is the way to go. SF is great, but the support not so much.
Another things, if you purchase salesforce from intuit you are on a monthly subscription, where as with SFDC you are locked into a 1 yr contract.
October 31, 2013
Easy to Use, Tremendously supported
For an out-of-the-box integration, the Salesforce for QuickBooks connector has great features and capabilities that are helping our clients automate their sales flow from their sales team to their accounting software, and new features are regularly added.
The best part of the software, however, is the Intuit support staff. With the purchase of the connector, you get access to training and support that is both knowledgeable and responsive.
We will continue to recommend the connector to our clients as a great CRM fit for QuickBooks users.
October 16, 2013
So helpful in so many ways
It's so nice to have one program that can handle all my needs, and do so much more. Anytime I've had questions the program help is easy to use. Getting a hold of a real person is even easier. The support is unparalleled.
October 10, 2013