Account Integration for use with QuickBooks® and Salesforce by Dynamic Ventures, Inc.

What is Account Integration for use with QuickBooks® and Salesforce? What is Account Integration for use with QuickBooks® and Salesforce? Account Integration for use with QuickBooks® and SalesforceAccount Integration for use with QuickBooks® 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

Why using Account Integration for use with QuickBooks® and Salesforce? Why using Account 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.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 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 QuickBooks Step1: Access sub-menu Step2: Select Customers to be imported Step3: Import Customers

View imported data Customers containing data imported from Salesforce Accounts or/and Contacts are created in QuickBooks

About 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) address: Or visit to see how we can help you to improve the quality of your businesshttp://