QuickBooks is one of the most popular accounting software programs, with a slew of advanced capabilities for tracking expenses and revenues, as well as tax and payroll management. Furthermore, it includes Salesforce-like integration capabilities. DBSync, Breadwinner, Workato, and more are the various integration tools that are available for you.
QuickBooks and Salesforce are seamlessly integrated, allowing for quick synchronization of Accounts, Products, Opportunity Closed to Customers, Jobs, Products, Invoices, Estimates, Sales Orders, etc in QuickBooks. In this article, we’ll look at the QuickBooks salesforce integration and the tools that go with it. Moreover, Salesforce’s robust integration with QuickBooks will assist you in establishing the clarity of your business; it will also work as an effective tool to identify the components that need to be improved.
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What is Salesforce?
Salesforce is a cloud-based platform that Provides software and services to create relevant customer experiences. Salesforce started as a saas platform (software as a service). Salesforce is a multi-holder software that has advantages such as API integration, configuration, scalability, low-cost ownership, free capacity, platform support, and more.
It is launched on March 1999 by former Oracle executive Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez. The company began as a customer relationship management (CRM) platform dealer. Now it has over 20% of the share market of the CRM Market. In August 2022 Salesforce announced it has revenue of $7.72 billion and it is growing 22% year by year.
What is QuickBooks?
QuickBooks is the most popular software for accounting and managing expenses or keeping track of daily health. In this, you can prepare invoices for customers, and pay bills, reports, and taxes. Multiple solutions are available to support a variety of business requirements, including in QuickBooks Product List: QuickBooks Online, QuickBooks Desktop, QuickBooks Payroll, QuickBooks Time, or QuickBooks Checking.
What are the options for integrating QuickBooks with Salesforce?
Integrating QuickBooks with Salesforce delivers comprehensive visibility into how your business is performing and where it may be improved. Accounting software and CRM work together to transfer data between sales and accounting, including customer information, sales orders, expenses, and invoicing. Connecting to QB eliminates data entry duplication, boosts productivity, and provides more insights for improved forecasting.
Highlights of QuickBooks Salesforce Integration
- Integrate Salesforce Opportunity with QuickBooks Account, Job, and Contact
- Synchronize Invoices, Estimates, Orders, Payments, and balance data from QuickBooks.
- Run analytics from within Salesforce, online software updates, and much more.
Why should you integrate Salesforce and QuickBooks?
First and foremost, it saves your bookkeeper time by eliminating the need for double entry of client data that already exists in your Salesforce accounts and then manually entering it into QuickBooks. This integration will help you optimize your bookkeeping, reduce human errors, recognize revenue more promptly, and track your cash flow more carefully.
- Before you begin, you should be aware that there are numerous ways to connect QuickBooks and Salesforce, each of which is best suited for a specific purpose.
- One thing to think about is which QuickBooks program you’ll be using.
- There are three versions of QuickBooks: QuickBooks Online, QuickBooks Desktop, and QuickBooks Enterprise.
- Each of them has its own integration strategy and tools for QuickBooks Salesforce integration.
What is the best way to connect QuickBooks with Salesforce?
Salesforce has a lot of cloud computing features. These CRM systems are simple to use with accounting software. You may connect Salesforce to QuickBooks using a variety of online methods. Here are a few tools that can assist with integration:
Salesforce for QuickBooks- Intuit
Your QuickBooks client list will be synced with your Salesforce accounts if you choose the Group version. Without launching QB, you can instantly examine client information such as open balances, sales history, credit limits, and existing estimates, sales orders, and invoices in Salesforce. Client/Account synchronization can be configured to go from QuickBooks to Salesforce and vice versa.
If you’re using QuickBooks Pro or Premier 2011 or later, QuickBooks Enterprise 11.0 or later, or QBO, you’ll be able to access this newly built Intuit App Centre offering.
QuickBooks and Salesforce work area Integration – DBSync’s
The QuickBooks Salesforce Integration from DBSync is an easy and quick way to synchronise Salesforce information with QB Desktop, such as Accounts, Opportunities, and Products. This adaptable connection will save you money and time by streamlining your Order-to-Cash and Procure-to-Pay processes.
Advantages:
- Invoices, sales orders, payments, installments, inventory management, and other processes can all be automated.
- Because accounting and sales share data quickly and easily, they can better execute on a variety of accounting metrics.
- There will be no more errors due to manual data entry or duplicate data entry.
- With DBSync’s pre-manufactured and automated work processes, it’s simple to use.
- Do not require a per-client license and a simplified pricing/estimation model.
Features:
- Sync Salesforce product, opportunity, account/contact, item, and transactions to QuickBooks Desktop customer/contact, item, and transactions separately using the pre-built integration, and vice versa.
- QuickBooks Desktop and Salesforce synchronize custom fields and objects.
- Transfer data from QuickBooks to Salesforce and vice versa.
- For recurring invoicing, split solicitations, and inventory management, pre-built forms are available.
- Salesforce Outbound messages provide real-time updates in QB.
- Event logs and email notifications are available.
- Simple to interface with other Force.com apps, such as ServiceMax, TargetRecruit, or other Force.com AppExchange applications such as Manufacturing Reports, Time Sheets, and so on.
QuickBooks Online with Salesforce – Breadwinner
In the QuickBooks Salesforce integration, Breadwinner allows you to do online accounting, resulting in a ground-breaking and integrated framework that helps you run your business more efficiently. Salespeople operate more efficiently, bills are paid more quickly, finance departments are more efficient, and management has critical data at their fingertips.
Key Features
- Improve cash flow by accelerating payments.
- It enables your sales team to generate invoices.
- Reduce the possibility of data duplication.
Breadwinner streamlines your entire sales and billing process. This means that invoices are given to clients faster, with fewer errors due to information duplication, and with less delay.
Break Down Departmental Barriers
- It allowed your sales team to keep track of financial situations without having to speak with finance.
- A colorful dashboard shows the invoice and payment status for each transaction.
Unlocking data and gaining management insights
- Allow for effective reporting on QuickBooks Online data in Salesforce.
- Allow management to acquire insight into client financial health.
Precision and time management should be improved
- Reduce the number of times a sales representative must contact the finance department for every detail.
- Breadwinner allows you to enter customer information only once.
QuickBooks and Salesforce Integration – Workato
Salesforce and QuickBooks integration specialists create this type of integration. It is capable of resolving issues with Intuit’s “Salesforce for QuickBooks.” It is now recognized as a 5-star solution.
Key Features
- It can sync Salesforce accounts with QuickBooks online clients.
- New QuickBooks items are synced to Salesforce.
- Closed Salesforce opportunities generate QuickBooks receipts and bills automatically.
- It synchronizes Salesforce and QuickBooks items.
- Updates the client in QB and creates/updates the account in Salesforce.
- In QB, a new client creates a record in Salesforce.
Supported Triggers and Actions
Triggers
| New Outbound Message Triggers when a new outbound message is received in Salesforce. | 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.). |
| Updated Record Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated. | 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 Bill Triggers when a new bill is added. |
| New Customer Triggered when you add a new customer. | New Estimate Triggered when you add a new estimate. |
| New Expense Triggers when a new expense is added. | New Invoice Triggered when you add a new invoice. |
| New Invoice Triggered when you add a new invoice (with line item support). | New Sales Receipt Triggered when a new sales receipt is added (with line item support). |
| New Payment Triggered when a payment is received (with line item support). | New Purchase Order Triggers when a new purchase order is added. |
| 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. |
Actions
| Create Attachment Creates a new attachment (max 25MB). | Create Record Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). |
| Add Lead to Campaign Adds an existing lead to an existing campaign. | Add Contact to Campaign Adds an existing contact to an existing campaign. |
| Find Record(s) Finds a record of a specified Salesforce object by a field and value you choose (with line-item support). | Find Record by Query Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. |
| Find Record Finds a record of a specified Salesforce object by a field and value you choose. | Update Record Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). |
| Find or Create Record Find a record. Optionally create a record if not found. | |
| Create Bill (Item Based) Create a new bill, optionally tied to a customer. | Create Bill (Account Based) Create a new bill, optionally tied to a customer (with line item support). |
| Create Bill (Item Based) Create a new bill, optionally tied to a customer (with line item support). | Create Credit Memo Creates a new credit memo. |
| Create Customer Adds a new customer. | Create Estimate Create a new estimate (with line item support). |
| Create Time Activity Creates a new single-time activity. | Create Product/Service Creates a new product or service. |
| Create Journal Entry Creates a new journal entry. | Create Invoice Adds a new invoice (with line item support). |
| Create Sales Receipt Adds a new sales receipt (with line item support). | Create Payment Creates a new payment, optionally linked to an invoice. |
| Create Purchase Order Creates a new purchase order. | Create Refund Receipt Creates a new refund receipt. |
| Send Invoice Send an existing invoice. | Send Sales Receipt Send an existing sales receipt. |
| Find or Create a Vendor Finds or creates a specific vendor. | Update Customer Updates an existing customer. |
| Update Invoice Updates an existing invoice (with line item support). | Create Vendor Adds a new vendor. |
| Find Account Find an account by name. | Find Customer Find a customer by name or email address. |
| Find Invoice Find an invoice by number. | Find Product(s) Find a product by name (with line item support) |
| Find Vendor Find a vendor by name. | Find or Create Customer Finds or creates a specific customer v2. |
| Find or Create Vendor Finds or creates a specific vendor. |
How to Integrate Salesforce with QuickBooks?
following steps to integrate QuickBooks Salesforce:
- First, you need to get the salesforce connector by QuickBooks app from the QuickBooks app center.
- After getting the Salesforce connector, authorize the QuickBooks Advanced account, verify the Terms of Service and Privacy Policy, and let QuickBooks log in to your Salesforce account.
- Set the filter type and stage to select Salesforce Opportunity records to be pulled.
- Choose the product which should be created in QuickBooks from Salesforce opportunities.
- Map your source and target fields. Create custom fields in QuickBooks and map them when some Salesforce zone don’t match QuickBooks fields.
Final Thoughts!
Salesforce and QuickBooks are unquestionably the best in their respective fields. Integrating these two powerful tools can boost both platforms’ productivity to new heights. It not only streamlines your accounting system and lead creation, but it also relieves the finance team’s workload and allows salespeople to work autonomously.
Get the Instant Solution with Live Chat Experts
Are you still not able to resolve your QuickBooks Integration issue? We have a team of QuickBooks Integration experts with years of experience in resolving errors and issues. If you need any help asap, CHAT NOW with our experts.
