DBSync Cloud Workflow Reviews & Product Details

Shubham was a huge help in providing a solution to a problem my company was facing on our invoices. DBSync's team is always quick at responding and provides great services & solutions. Review collected by and hosted on G2.com.

The only downside is the lack of user-friendliness of running the sync manually. In my business workflow, we must run the sync manually, and the manual process of running the sync requires several steps. Review collected by and hosted on G2.com.

I've had the pleasure of working with Geetanjali a few times now and find her to be very knowledgeable, resourceful, and extremely efficient and also very kind. She's patient with me as I navigate and is always thoughtful in her interactions with me. We just completed a transition to QuickBooks Enterprise, and my team leaned heavily on her guidance throughout the process. Thank you for the fantastic communication and help, Geetanjali! Review collected by and hosted on G2.com.

nothing currently - I like everything. All good. Review collected by and hosted on G2.com.

Any businesses looking to integrate their cloud applications with QuickBooks Desktop should look no further. We've been using DBSync for over a year now, and we're very happy with our decision to use their Cloud Workflow tool to integrate our Salesforce instance with QuickBooks Desktop. Their application uses the QB Web Connector and runs seamlessly to streamline our internal processes while reducing duplicated data entry efforts between both systems. We rarely run into any issues, but when we do, their customer support team works to get our business up and running quicker than expected. We've worked closely with Arpitha on a number of items, including a recent query update, and we appreciate that she always goes above and beyond to serve our DBSync needs. Review collected by and hosted on G2.com.

Due to the limitations of QuickBooks Desktop and it's Web Connector, there is a timed delay for syncing data between Salesforce and QuickBooks Desktop. This is not an issue with DBSync, but QBD. Review collected by and hosted on G2.com.

The DBSync team made our onboarding experience incredibly smooth. Ravi and Harsh went above and beyond during the initial setup, walking us through every detail to make sure we were confident in the system. Since going live, Syed has been outstanding—super responsive and quick to troubleshoot any issues. The platform itself is powerful, but it’s the people behind it that truly make the difference. Review collected by and hosted on G2.com.

It wasn’t so much an issue with DBSync itself, but more the fact that we were moving from a fully manual process to automation for the first time. That shift required a lot of groundwork on our end—defining logic, cleaning up data, and rethinking how things should flow. It would’ve helped to set that expectation clearly from the start, since building from scratch (versus switching from another automated system) definitely involves more collaboration and prep. Review collected by and hosted on G2.com.

How simple the salesforce and QB connection setup was. We did it in a few hours and were up and going within the day. Review collected by and hosted on G2.com.

Their English is pretty tough to understand sometimes. The effort is there but sometimes the communication on voice calls is very difficult. Review collected by and hosted on G2.com.

The integration has brought improved efficiency and accuracy to our billing and accounting processes. The connector is simple to use once configured and works great. DBSync put their two best in Harsh and Mohit on the project. This allowed us to make great strides with a significant amount of customization including some requirements that DBSync hadn't encountered before. Harsh and Mohit took the time to understand the business need and find ways to implement custom mapping to accommodate. Review collected by and hosted on G2.com.

The significant amount of customization required was somewhat frustrating because it seemed that things were pretty straightforward during the demo. While this was all ultimately worked through, it too much longer than anyone expected and only incremental progress was realized until Harsh and Mohit were put on the project. Review collected by and hosted on G2.com.

DBSync Cloud Workflow is a game changer for our client. We have been able to reduce manual entry and mistakes by integrating our Salesforce instance with Quickbooks. The connector is easy to use and has proven to work well! Harsh and Mohit provided the best customer support and made us feel like we were their only client. They were quick to respond and always provided a resolution. Review collected by and hosted on G2.com.

The only downside we experienced was that we did have to get creative with some of our use cases. We have a very custom system and process and there were a couple of things that DBSync didn't accommodate out of the box. But we were able to find solutions. Review collected by and hosted on G2.com.

It has connected our Sales team to our accounting team and allowed better visibility for our Sales team within Salesforce

Customer service is very helpful and willing to get to the issue Review collected by and hosted on G2.com.

it is a complicated system and not a DYI situation Review collected by and hosted on G2.com.

Eliminates double entry and errors, very helpful Review collected by and hosted on G2.com.

The synchronization is unstable because I have QB Ent. 11, and the database sync does what's possible to work with this version. Review collected by and hosted on G2.com.

We use a server based Quickbooks and DBSync is able to connect that with Salesforce. Saranya was very helpful in resolving our issues and quick to respond.

We are updating some of the flows, and Saranya helped with clarifying some of my questions and made an update to the accounts syncing into Quickbooks from Salesforce Review collected by and hosted on G2.com.

As of now I don't have any issues with the workflow Review collected by and hosted on G2.com.