# QB Sync Made Easy: How To Install And Set Permission
###### September 12, 2023By Team QB Sync Made Easy
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QB Sync Made Easy is the Salesforce to Quickbooks online connector. Connecting your Quickbooks online to the number one CRM tool would be a wise decision to reduce human intervention in your financial data, Also it will boost your sales cycle, and further increase your ROI. With our Quickbooks online connector, you will be able to boost your business to new heights.
Your finance team and sales team are on the same page and it becomes convenient for you to manage your customers keep track of new opportunities and grow your business like never before. In our last blog, you can have a glimpse of our Ultimate App For Seamless **.**
Today, in the blog we start with the basics and see how to install our app QB Sync Made Easy from Appexchange and set permission in your environment. So, now let’s get started with the blog and get into the most convenient installation and configuration process with us.
## How To Install QB Sync Made Easy
Before installing the app there are some prerequisites to keep in mind:
* Need to assign permission sets, steps will be mentioned below
* It is not supported in Professional and Group Additional Orgs
Now the first thing is to log in to Salesforce from your account:
After login to Salesforce, you will see the installation screen. Click on **Install for all users** and install.
After this, a window will appear
Tick The check box, and installation begins:
Now the QB Sync Made Easy app is Installed for All Users
## How To Give Permission Set Assignment
After installing the QB Sync Made Easy app, the Home page will appear as shown and search the Users.
Click on the user, scroll down, and edit the assignment.
Select the permission set and save it.
This is how we have given the permission set.
## Wrap-up
Quickbooks online connector to Salesforce will smooth your accounting process like never before. The appealing part about the app is its bi-directional syncing with ease and that too in real-time. We will be exploring more of its features in our upcoming blogs.
The process of installing QB Sync Made Easy and giving permission set is very smooth and I hope this blog has made this process smoother. For any query regarding the process, you can consult our special QB Sync support team.
Stay tuned for the upcoming blog where we will discuss syncing legacy data from Quickbooks online to Salesforce and vice-versa. Also, Install our app , easily available on Appexchange.
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# Introducing QB Sync Made Easy: The Ultimate App for Seamless QuickBooks to Salesforce Integration
###### August 25, 2023By Team QB Sync Made Easy
Are you a business owner juggling with huge account data? Are You unable to get 360° views of your client’s account and facing problems in making prompt business decisions? Are you looking for automated data backups, invoice generation, and sharing estimation with clients? Or are you facing a lot of human intervention in your priceless data and opening gateways to a lot of errors??
If yes, the answer to all of your accounting woes is QB Sync Made Easy, a powerful **.**
This app is a game-changer in this competitive world. Let’s find out how QB Sync Made Easy gives solutions to all your problems. Join our journey to have a look at our newly launched app QB Sync Made Easy from the house of **HIC Global Solutions.**
## What is Quickbooks?
Well, you are very much aware that Quickbooks is a powerful accounting software, which provides a range of accounting and finance services for small businesses. This software monitors company cash flow, controls profit and expenses, manages analytics, and reporting, and assists in making major financial decisions.
**QB Sync Made Easy** support integration between Quickbooks online version to Salesforce. Quickbooks online version keeps your accounting books in the cloud. This is accessible from anywhere anytime and has invoicing capabilities.
## What is QB Sync Made Easy?
QB Sync Made Easy is a **Salesforce to Quickbooks connector** that takes the cloud platform to new heights.
QB Sync Made Easy connector for QuickBooks to Salesforce, the integration eliminates manual operations and minimizes human error by automating repetitive processes. This integration helps in data transfer between sales and financial departments fastens the sales process and increases the ROI. As of now, QB sync is compatible with Enterprise, Unlimited, and Developer Salesforce editions.
## Why do we need QB Sync Made Easy?
As businesses grow, you need a lot of help to manage your leads and customers. To increase sales and deliver **personalized service** to your customers you need to connect with the CRM. Simultaneously it will improve business productivity and optimize company resources.
As we know, Salesforce is an easy-to-use CRM platform available worldwide. It covers all the critical business needs in one place. Salesforce’s open API offers opportunities to integrate with other services with ease.
QB Sync Made Easy enables you to achieve your business goals by **connecting Salesforce to Quickbooks online.**
## What are QB Sync's major features?
QB Sync Made Easy is a Salesforce-compatible connector, which streamlines your accounting process. Here are some major features that make this app unique.
Here we have listed down the features:
* With the real-time sync feature, sync all the accounting entities with Salesforce.
* Two-way sync functionality enables your data to be accessed from both apps in real time.
* Import all Historical data into Salesforce and manage all your customers with the Salesforce features.
* Seamlessly integrate your multiple QB environments with Salesforce.
* Dynamic field mapping smoothens the integration process.
* No code is required for configuration, ideal for IT and non-IT users
* Instantly share invoices and estimates as pdf via e-mails.
## Summary
Well, integrating Quickbooks and Salesforce brings your sales team and accounting team together which smoothens the process and reduces the sales cycle. You will have 360 views of your business and financial management.
To know more about QB sync Made Easy, book a call today with our experts or install the app **.** Stay tuned for such informative blogs till then happy reading.
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# Customer Success Stories
Success stories that reflect how team QB Sync Made Easy has transformed businesses and the value we bring to our clients. Your success could be our next story!
## UBUNTU Saves 77% of Time by Streamlining Invoice and Project Management with Real-Time Salesforce and QuickBooks Integration
0%
Reduction in manual errors
Improvement in financial tracking
Increase in productivity