Managing finances can be tedious for a business operation manager or personnel. Accounting data can be managed with the help of accounting and taxing software available online.
However, just managing accounting data is not enough as businesses can extract much out of this accounting information with Salesforce QuickBooks Integration.
Salesforce and QuickBooks have been the most popular cloud computing software managing customer and accounting information respectively.
From small-scale business to enterprises, QuickBooks has been the most preferred online accounting software to track sales, create and send invoices, and know-how your business is doing at any time.
On the other hand, Salesforce CRM moves deals faster by tracking customer information and interactions in one place.
But still, most of the businesses have been using Salesforce and QuickBooks independently and are using a manual way of integrating and syncing data from QuickBooks to Salesforce and vice-versa.
The manual way of data integration seems tedious and time-consuming as it can lead to data duplicity and synchronization errors while integrating data from QuickBooks to Salesforce.
Why Accounting Businesses should consider Salesforce and QuickBooks Integration?
For Accounting businesses, Salesforce and QuickBooks Integration can help not only help in data synchronization but it will also help in converting opportunities into sales within Salesforce CRM.
It will also help in automating business processes, improved productivity, and optimized manual data integration to save incurring time and costs.
When you integrate Salesforce CRM into your accounting software, you can easily import and sync accounting data, user’s information from QuickBooks to Salesforce to achieve overall business visibility within the CRM.
Key Benefits of considering Salesforce and QuickBooks Integration are:
- Reduced incurring operating costs
- Improved efficiency and productivity
- Improved Customer Experience
- Informed Business Decisions
How to integrate Salesforce and QuickBooks together?
Salesforce and QuickBooks Integration ensure data consistency and integrity. With real-time sync, you need not wait for long hours for your data to sync from QuickBooks to Salesforce and vice-versa.
But what are some of the different ways to integrate Salesforce and QuickBooks together?
The answer is third-party applications or QuickBooks connector that help in integrating QuickBooks and Salesforce together to sync data between these two platforms to provide a single shared view of data without switching between the platforms.
You can explore more about these third-party applications or connectors from Salesforce AppExchange, which acts as a repository for third-party applications for Salesforce integrated products.
You can find numerous applications on AppExchange integrating Salesforce and QuickBooks together, some of the popular applications which you can explore are eShopSync for QuickBooks, DBSync, Workato, and Zapier.
These are some of the popular applications when it comes to integrating Salesforce and QuickBooks together. But here’s a pro tip, if you are looking out for an application you must ensure your current business environment before going to purchase the paid version of the application.
To ensure this, you must always explore the free-trial versions, which gives you an environment to try out the application first-hand before making your final choice.
What are the benefits of integrating Salesforce and QuickBooks together?
Integrating Quickbooks and Salesforce not only helps businesses to sync and import data from Quickbooks to Salesforce, but there is much more which you can achieve from Salesforce QuickBooks Integration:
- Helps in optimizing integration time as the data flow is bidirectional
- Your Sales team can access an in-depth analysis of the sales pattern within Salesforce.
- You can go through the balance sheet and can also check for open balances and credit limits from within Salesforce.
- It will also help in tracking each and every customer information and history in detail with the help of Salesforce.
- With the help of Salesforce, you can easily analyze sales histories for each prospect or customer.
- Helps in Reducing Redundant Data Errors
Data Synchronization allows you to access data in a single shared view in which you don’t have to switch and jump between applications.
So, data integration is a must for accounting business as they not only can access data from one single point of view but they can also access data within Salesforce CRM which helps them in converting opportunities and estimates into leads and that would take their business to a new high.
Now you are all set to take your business to the next level with Salesforce QuickBooks Integration in place.