Easy steps to Integrate Salesforce with QuickBooks Online, pro, premier, and enterprise

QuickBooks Integration with Salesforce

Every business needs to nurture leads and sales. Sales force and QuickBooks both are leading software being used by Small and medium scale Businesses, QuickBooks for tracking accounting and sales force for managing sales, customer service and prospects.

Integrating both sales and accounting is utmost important for any Business and will help businesses plan for acquiring new business and retaining old customer by providing world class customer service.

Regardless of the type of business you have or planning to start, prioritizing customer relationship management is one of the most important steps to take. 

But one of the biggest challenges that come in doing this is to build a dedicated CRM team. 

If you have just started your business or only have a limited number of resources in your team, you know that building a dedicated team for CRM is not a feasible option. This is where readily-available cloud-based CRM software such as Salesforce comes into the picture. 

With Salesforce, you can get accurate insights into what actions to take and what strategies to prepare with the information available in your customer base. 

To make your business CRM processes more streamlined, you cannot go wrong by integrating cloud-based accounting software such as QuickBooks into the Salesforce system embedded within your business website.

Why do you need to integrate QuickBooks into Salesforce?

As discussed in the introduction section, embedding Salesforce in your business website is a great way to streamline your CRM processes. 

However, doing this helps you get only half of the job done of automating and simplifying your CRM processes. 

To make the most out of the benefits that Salesforce offers, it is important to integrate QuickBooks with the CRM software.

One of the most significant benefits of doing this is QuickBooks helps you leverage Salesforce to the fullest. This, in turn, helps you get a clear picture of how your customer base is managed. 

Taking this step also makes you avoid data duplication and streamline connections and communications with existing customers, potential customers, and prospects.

Supported triggers and actions

Triggers

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
New Account
Triggered when you add a new account.
New Customer
Triggered when you add a new customer.
New Estimate
Triggered when you add a new estimate.
New Bill
Triggers when a new bill is added.
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
New Invoice
Triggered when you add a new invoice.
New Expense
Triggers when a new expense is added.
New Invoice
Triggered when you add a new invoice (with line item support).
New Sales Receipt
Triggered when a new sales receipt is added.
Updated Customer
Triggered when an existing customer is updated.
New Vendor
Triggered when a new vendor is added.
New Payment
Triggered when a payment is received (with line item support).
New Purchase Order
Triggers when a new purchase order is added.

Action

Create Bill (Item Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Expense
Creates a new expense using check, cash, or credit card.
Create Credit Memo
Creates a new credit memo.
Create Bill (Item Based)
Create a new bill, optionally tied to a customer.
Create Estimate
Create a new estimate (with line item support).
Create Customer
Adds a new customer.
Create Journal Entry
Creates a new journal entry.
Create Invoice
Adds a new invoice (with line item support).
Create Product/Service
Creates a new product or service.
Create Sales Receipt
Adds a new sales receipt (with line item support).
Send Invoice
Send an existing invoice.
Create Refund Receipt
Creates a new refund receipt.
Create Payment
Creates a new payment, optionally linked to an invoice.
Create Purchase Order
Creates a new purchase order.
Create Time Activity
Creates a new single time activity.
Send Sales Receipt
Send an existing sales receipt.
Update Invoice
Updates an existing invoice (with line item support).
Update Customer
Updates an existing customer.
Find Customer
Find a customer by name or email address.
Find Invoice
Find an invoice by number.
Create Vendor
Adds a new vendor.
Find Account
Find an account by name.
Find Vendor
Find or Create Vendor
Find or Create Vendor
Finds or creates a specific vendor.
Find or Create Customer
Finds or creates a specific customer v2.
Find Product(s)
Find a product by name (with line item support).
Create Bill (Account Based)
Create a new bill, optionally tied to a customer (with line item support).

Factors you need to consider before integrating QuickBooks into Salesforce

One of the most important factors to consider when integrating QuickBooks into Salesforce is that the accounting software cannot be directly embedded within Salesforce as of now. 

The only currently available solution for Salesforce QuickBooks integration is to use a pre-built app to make the two systems merge. What’s interesting to know is that there are plenty of pre-built apps available that can help you do this without facing any hassle.

Method One: Steps to integrate QuickBooks into Salesforce using a pre-built app

The QuickBooks Salesforce integration steps are listed below. They work with almost all types of pre-built apps.

Total Time: 5 minutes

  1. Step One

    Download the pre-built app

  2. Step Two

    The next step is to create a premium account for the pre-built app.

  3. Step Three

    To connect QuickBooks with Salesforce via the pre-built app, enter the login credentials of both the systems.

  4. Step Four

    Go into the pre-built app settings section and choose the syncing option to enable automatic syncing.

  5. Step Five

    Many pre-built apps also include the option of running test syncs. Choose this option if it is available to get an overview of the syncing process.

Method Two : Steps to Integrate Sales force with QuickBooks and why you should integrate?

1. Automatic Sync data

In real time QuickBooks online can be synced with Sales force which will give better insight to the Business development and customer service team.

2. Save time

It is only one time integration of Salesforce with QuickBooks online and once you are set up properly you just have to save data at one of the software and it will be reflected on the other software.

3. Increase productivity

This will certainly help in increase in performance for all your department and as all will be synced under one platform.

4. Reports

You can work on all the reports like Opening balances, Credit limits etc.


If you come across any technical issues when following the steps, you can take help from our experts at smbaccountants.com. We at smbaccountants.com can help you will all the Integrations needs we have not only helped customers with Sales force, we can also help your integrate paypal with QuickBooks.

FAQ

  1. How can I integrate Salesforce with QuickBooks Online, Pro, and Enterprise?

    To integrate QuickBooks with Salesforce, firstly users have to decide on how opportunities will pop up in QuickBooks. Now, you have to add the salesforce product and services to QuickBooks. This is applicable for QuickBooks Online, Pro, and Enterprise.

  2. What are the benefits of integration of salesforce with QuickBooks Online, Pro, and Enterprise?

    QuickBooks salesforce integration makes things simple and easy for businesses to share the accountancy data, view the customer sales, track the checking account and check the finances over the sales opportunities. It also helps to see the open balances in salesforce even when the data was entered in QuickBooks.

  3. What is the easy way to integrate salesforce with QuickBooks Online, Pro, and Enterprise?

    The easiest way to integrate sales with QuickBooks is to sign in to your QuickBooks as an admin. Then, you have to locate the salesforce connector by QuickBooks and choose the “Get app now” option. Then, all opportunities will appear on your screen, you have to choose any one as per your business demands. Lastly, add the salesforce product and service to QuickBooks.


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