Improve the Efficiency of Your Business with Salesforce and Quickbooks Integration

The functionality of Salesforce and Quickbooks is not hidden from anyone in the business world of today’s generation. Both these cloud-based software play an incredible role in day-to-day activities performed with an organization. Where the Salesforce records the information related to leads, the Quickbooks converts the lead. As both the software have the same data stored with them, a little in recording data creates a big confusion due to which the people of both the teams have to detect and rectify the error manually. Doing this not only affects their working efficiency but also consumes lots of time.

To get rid of this problem Salesforce and Quickbooks Integration has emerged as an authentic way to eliminate the chances of all the errors. The online integration of both these software helps in boosting the productivity of the employees, analyzing the product history, and reduces the chances of data duplicacy.

Advantages of Salesforce and Quickbooks Integration for business groups: Integrating Salesforce with Quickbooks helps in checking the sales, finding the sales opportunities, check accounts, and a few more. As soon as any information related to the customer is recorded by the Salesforce team, it’s invoice is created by the accounting team in Quickbooks without re-entering its details. The major benefits are mentioned-below:

1. Helps in creating transactions including invoices, estimates, and information about sales made by the organization in one system.

2. As data is recorded by the Salesforce team as soon as a new client contacts the organization, the Quickbooks team doesn’t need to re-enter its details for invoices, estimates etc. This saves time and minimizes the chances of errors.

3. Instant access of information like expenses made by an organization, history of sales, orders, invoices.

4. Easy to go through the customized reports in the short time for forecasting.

5. Automates the flow of work without referring to the code.

6. As the flow of data is bi-directional after integration it helps in improving the time management.

The following sub-fields of Salesforce can be synchronized with Quickbooks.

1. Contact details of the customers

2. Products and services offered by an organization

3. Payment received and due from the customers.

4. Information related to the accounts

5. Reports

6. Business opportunities which do not exist more.

The subfields of Quickbooks which can be synchronized with Salesforce:

1. Invoices

2. Bills

3. Vendors

4. Customers

5. Orders

6. Reports

How Salesforce and Quickbooks are Integrated? The integration of Salesforce with Quikbooks automates the inventory management, orders, payments, and various activities requiring re-entry of data. The integration helps the sales team to track the expenses, get an in-depth insight of the business for forecasting the future sales. To integrate both these cloud-based software the organizations need a third-party application available on the Salesforce AppExchange. The Salesforce AppExchange feature offers you the repository of the third-party application for integrating Salesforce with Quickbooks.

Before selecting the third-party application you should understand its whole process to optimize it according to your organizational needs. To make sure that the application is relevant to your needs and business, you can use its free subscription facility. There are lots of applications which offer the facility of free-trial. Doing this enables you to understand its working and also saves your time and money.

Summing-Up: Whether you are a small business organization or a bi organization there exists cut-throat competition in the market. For the smooth functioning of all the activities, it is important that there is proper coordination between all the departments. Integration of Salesforce CRM and Quickbooks makes the working two major departments of your organization work in a smooth way without any error and confusion.