cmSync brings clarity and consistency to your most important systems. It syncs Salesforce with QuickBooks so financial data stays accurate, and connects Salesforce with AWS S3 for secure, scalable cloud storage and dependable backups. With fewer manual fixes and always-current information, teams work faster, leaders get better visibility, and your operations stay reliable as you grow.
The Value cmSync Delivers
Syncing CRM and accounting ensures every department works with accurate, up-to-date records; no duplicates, no mismatches, no confusion.
With AWS S3 sync, file storage scales as you grow; large archives don’t slow Salesforce down and you pay only for what you use.
Cloud-backed storage adds durability, security, and audit-friendly backup, protecting sensitive data and ensuring compliance even as volume and complexity increase.
Why Teams Love cmSync
By shifting large documents to S3 automatically, Salesforce stays lean, responsive, and easier to maintain even as teams grow and file volume explodes.
Teams always see the latest financial data and file updates without checking multiple systems or waiting on sync.
Clean, current QuickBooks sync means forecasts, approvals, and customer decisions rely on real numbers, not stale exports or reconciliations done days later.
AWS S3 handles long-term storage, backup, and retention behind the scenes, while users continue working inside Salesforce exactly as they do today.
Audit trails, file visibility, and financial updates stay connected across Salesforce, QuickBooks, and AWS, making compliance easier and reducing the risk of data oversight.
Even as volume scales, file movement and data syncing continue uninterrupted, giving you confidence that essential processes won’t break during peak cycles.
Frequently Asked Questions
How does Salesforce–QuickBooks integration help with invoicing and payments?
Connecting Salesforce with QuickBooks lets teams create invoices directly from CRM records and track payments without switching tools. As soon as a customer pays, the status updates automatically in Salesforce, so sales and finance always see the same numbers.
Can I use Salesforce as an online invoice generator for QuickBooks?
Yes, many businesses do this every day. With the right integration, Salesforce can generate QuickBooks Online invoices using real customer, product, and pricing data already in the CRM. You get:
- Invoices created instantly
- Fewer manual entry mistakes
- Faster turnaround from quote to cash
Does QuickBooks Payments sync back to Salesforce automatically?
Absolutely. When a customer pays using credit card, ACH, or any QuickBooks Payments method, the update flows into Salesforce right away. That means:
- No waiting on finance for payment status
- No spreadsheets
- No manual reconciliation
Everyone sees the real paid/unpaid status while looking at the customer record.
What is the benefit of a true two-way QuickBooks–Salesforce integration?
A genuine two-way sync keeps customers, invoices, transactions, and product data aligned across both systems. Instead of fixing mismatches later, data stays consistent from the moment it is created.
It removes duplicate entry, prevents errors, and gives finance and sales a shared source of truth.
How does QuickBooks Online invoicing improve when connected to Salesforce?
When the two platforms work together, invoicing becomes much smoother. Here’s why:
- Sales creates invoices instantly using CRM data
- Finance sees real-time updates from payments
- Reminders and follow-ups can run automatically
It shortens the billing cycle and gives teams faster visibility into cash flow without changing how they already work.
Testimonials
Hear From Our Happy Customers
"Our company has used a handful of credit checking products before coming across Credit Checker, and this is by far the most efficient solution for us. It is user friendly, quick, and organizes the information better than we could have asked for. Their client support team takes any questions/issues very seriously and will quickly find a solution for you. We are looking forward to working with their team for many years to come!"
Brianna Maestre
Operations Manager, iAdvanceNow
"Instant and efficient patient verification. Eligibility Checker is definitely a gift to the health care domain. It instantly checks the eligibility of a patient. Insurance verification and managing patients has become much easier now. I highly recommend this app."
Vaishali Ghai
Salesforce Consultant, Accenture
"Cloud Maven, Inc is one of the absolute best partners I've ever worked with. They are smart, dedicated, innovative, and their software works at scale with great performance. They know Salesforce and custom development best practices. Very impressive, highly recommend!!!!"
Bill Hahn
Sr. Customer Success Architecture, Salesforce
"Great experience and product, Cloud Maven, Inc was a great partner during the entire process. Their support was attentive and helpful, the install was painless and the product works flawlessly. Thanks again Cloud Maven!"
Mike Patchen
Salesforce.com Consultant
"Cloud Maven, Inc is an outstanding business partner. Their collaborative approach with clients is a real strength. Cloud Maven, Inc and team do a terrific job of understanding business and client requirements and translating them into functional and practical applications. They are expert in Salesforce and Java and are a real asset for our team. They are a pleasure to work with."
Jim Byrne
MD, Intercontinental Exchange
"The team at Cloud Maven, Inc was extremely responsive during implementation of our very tight project timeframe. And they knew what we were talking about. When you’re developing on the Salesforce platform, you need a partner who knows both Salesforce and what you are trying to accomplish."
James Slocum
Chief Information Officer, OneUnited Bank
"I have been working with Cloud Maven and Team since 2018, we implemented their credit applications as well as used their onshore and offshore resources to complement our internal teams. We are very satisfied with the outcome of the projects that we did with them. The credit checker application saved us hundreds of hours of custom code to integrate credit bureaus into Salesforce."
Sabetay Palatchi
President, Constructive Finance
"We’ve recently been able to implement the Credit Checker and this is a great feature. It has cut our credit processing time down by probably 75 percent. Cloud Maven has been extremely professional to work with. They’re quick on their responses, very insightful and have walked us through the process. I highly recommend using them."
Ashley Morin
Underwriting Manager, 7-Eleven
"Our biggest challenge prior to getting credit checker was that we simply didn’t have a program in place to be able to run credit, which is a huge decision factor in our industry. With the credit checker, we were able to put a lot of customizations in place so that we can automatically run credit when certain information is in our system. This takes away a lot of manual labor from our processing team and we’re able to work more efficiently."
Lauren Falsetti
Director, Better Rise Capital
"Great solution for us. We can now do all of our credit checks, keep all our information inside of Salesforce. It was a great experience. We got it customized and built to our needs and the tech support is fantastic. We’re very pleased with Cloud Maven. They were able to build a solution for us and the support is fantastic. They’re very responsive and they find a solution for what you need."
Paul Scheller
IT Director, Burch Oil Co
"The secure email allows us to track every single step of the email process. So we are able to keep track of who’s doing what and what’s being accomplished for ease instead of people having to manually keep track of things. Just knowing that everything is securely and safely being sent as a healthcare organization gives us all a peace of mind."
Sara Hildreth
Development Coordinator, Everyday Miracles
"Prior to lending manager, our challenge was to improve productivity with our submissions and sales team. This product makes the process and submitting applications more streamlined. Our sales productivity has increased and the time it takes to submit has been a lot quicker. Our overall satisfaction with Cloud Maven is a 5/5 especially with the quick response time during implementation from their team."
Steven Nagy
Solutions Consultant, Moby Capital
