QuickBooks & Salesforce Integration Overview

Integrating QuickBooks with Salesforce gives full visibility into how your business is functioning and where it can be improvised. Accounting software and CRM work together to share data between sales and accounting, including customer information, sales orders, expenses, and invoicing. Connecting with QuickBooks reduces duplicate data entry, increases productivity, and drives more insights for better forecasting.
Why this Integration?
The QuickBooks to Salesforce integration helps businesses to generate accurate sales pipeline based on real-time financial data.The key benefits of QuickBooks to Salesforce integration are given below:
- Greater Productivity
- Accurate Financial Reporting
- Enhanced Customer Insight
- On time Payment & Invoicing
- Reduced QuickBooks Licenses & Cost
What we can do in QuickBooks from Salesforce?
- Sync Vendors and Customers with Salesforce Accounts and Opportunities.
- Create, track Estimates, Invoices, Bills and Expenses from Salesforce directly.
- Access QuickBooks Reports from Salesforce.
- Sync Products/Inventory in Salesforce using nightly job.
How can we achieve this - Technical Approach
- Setup authorization and authentication.
- Connect with Sandbox & Production.
- Setup Object and Field Mapping.
- HTTP Callouts to sync data from Salesforce.
- Apex Webhook to listen the changes in QuickBooks.
- Nightly Scheduled Job.
Final Two Cents
This integration is very crucial for business and require a seamless implementation along with proper consultation. Additionally, this integration requires ongoing support and maintenance too.
Tenetizer has experienced resource in this domain and can help you successfully integrate these two systems for your businesses seamlessly. As a Salesforce consulting partner, we believe in ongoing maintenance and support services to help this integration to work smoothly for our clients. Please setup a free consultation call with us here: info@tenetizer.com.