Access Global Group

• Salesforce Managed Services Managed Services
• Expertise SALESFORCE SUMMITCONSULTING PARTNER SALESFORCEAPPEXCHANGE<img width="83" height="20" src="https://acsgbl
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• png" class="menu-image menu-image-title-above" alt="" decoding="async" /> Industry Expertise Banking Insurance Mortgage and Lending Wealth Management Product Expertise CRM Analytics Tableau CPQ & Billing Einstein Experience Cloud – Field Service Lightning Marketing Cloud Mulesoft – Pardot Revenue Cloud SF Platform Sales Cloud
• Industry Expertise Banking Insurance Mortgage and Lending Wealth Management
• Product Expertise CRM Analytics Tableau CPQ & Billing Einstein Experience Cloud
• – Pardot Revenue Cloud SF Platform Sales Cloud

A Seamless Connection Between Salesforce & QuickBooks Accurate data is the driving force behind a successful company, which is why Access Global Group prioritized precision accuracy in the creation of Access QuickBooks With automation of key processes, this application works to eliminate manual and duplicative efforts to empower your team

Connecting Salesforce and QuickBooks will automate your processes, giving you more time to focus on what matters most

Reduce platform-hopping Get back time spent flipping between Salesforce and QuickBooks with one centralized dashboard

Simplicity and ease-of-use Work smarter not harder with pre-built database syncs and automated workflows

Precision Accuracy, Every Time

Say goodbye to unmanageable data and hello to a seamless integration between your sales and accounting team that ensures error-free and accurate data Centralized Dashboard Data updates happen in real-time and are easily accessible from a centralized dashboard, ensuring that you stay up to date with the most reliable information

Data Insights Easily track critical data across platforms to prevent duplicative tasks and efforts

Whether it’s taking payments, managing financial data, paying bills, producing payroll, entering invoices, accepting wire transfers or checks, Access QuickBooks has automated the manual connection between Salesforce and QuickBooks Streamline Salesforce and QuickBooks operations to automate accounting processes, minimize errors and get your time back

Directly sync payments from Salesforce to QuickBooks

What Access QuickBooks Users Are Saying

Access QuickBooks is our go to for Salesforce to QuickBooks Integration We use Access QuickBooks with Salesforce and FinancialForce to take our project’s billings and create invoices in QuickBooks The user interfaces are great and setup is simple and easy to use The ability to use Access QuickBooks with custom objects in Salesforce is a great for us Highly recommend this Sync is quick and easy to manage! Access QuickBooks allowed us to sync our accounts in QuickBooks and Salesforce The integration gives great visibility to the financials while in Salesforce and prevents clicking back and forth between the websites This team is responsive and will work to help in anyway to get this setup right for your Supports Multi Company QBfile integration Worked with Kumar, our consultant He is very helpful & Quick

This is a no brainer for QuickBooks Integration with Salesforce Easy to use, made things uncomplicated QuickBooks AQB made thing very simple for us internally Now Our sales team is able to access invoices Accounting team is able to see customers created in Salesforce Realtime The implementation took less than 2 weeks, process was very clear start to finish

Works with QuickBooks Desktop & Online Versions We were using this product with our QuickBooks desktop version for over 3 years and recently got QuickBooks Online and the switch was quick in a week