Salesforce to Quickbooks Integration: 8 Easy Steps
Many business organizations want to combine their CRM [Customer Resource Management] data with their accounting data. Salesforce is an industry leader when it comes to SaaS [Software as a Service] CRM platforms and Quickbooks is a popular accounting platform used by various small-medium businesses. Integration of these two platforms plays an important role in tracking the progress of a business.
Table of Contents
In this article, you will be introduced to Salesforce, Quickbooks, and the need for implementation of Salesforce to Quickbooks Integration. You will learn about the procedure to implement Salesforce to Quickbooks Integration.
Table of Contents
- Introduction to Salesforce
- Introduction to Quickbooks
- Understanding Requirement for Salesforce to Quickbooks Integration
- Procedure to Implement Salesforce to Quickbooks Integration
- Limitations of Salesforce to Quickbooks Integration using Manual Method
- Conclusion
Introduction to Salesforce
Salesforce is a popular software among enterprises for CRM (Customer Relationship Management). It helps businesses to know more about their customers. Salesforce is also a great tool for marketing automation, hence, it makes the work of marketers easier. It will help your business to track customer activities with ease. As it is on the cloud, your team can access it from anywhere. Companies like American Express, Sony, and Health Leads use Salesforce for their services.
More information about Salesforce can be found here.
Introduction to Quickbooks
Quickbooks is a well-known accounting software. It is used by small businesses to track their revenue and expenses, preparing businesses for the tax season. An enterprise that integrates Salesforce with Quickbooks can gain insights into how its business is running and know where improvements are needed. It is also a good way of bringing the sales and accounting teams of an enterprise together. This can enhance collaboration among the two teams for the benefit of the business. In this article, we will be discussing how to integrate Salesforce and Quickbooks.
More information about Quickbooks can be found here.
Prerequisites
This is what you need for this article:
- A Salesforce Account.
- A Quickbooks Online Advanced Account.
Understanding Requirement for Salesforce to Quickbooks Integration
For small and medium-sized companies and leading international corporations, contact management and customer relationship management are the major factors that drive results, hence, there is much focus on them. But with the many CRM software out there, which one do you choose? Most CRM software review sites show that Salesforce is the most preferred CRM software by businesses of all sizes.
Accounting software is good. Customer relationship management software is good too. A combination of these two can give you a 360-degrees view of your business to help you know where improvements should be made. CRM and accounting software work together to share data between the sales and accounting departments, including customer data, sales orders, invoicing, and expenses. Connecting Salesforce to Quickbooks can help minimize duplicate data entry, improve productivity, and drive more insights for better prediction. An integration between Salesforce and Quickbooks can be enjoyed by businesses of every size.
A company that tracks its data and puts it into use has an advantage over companies that don’t. Hence, companies that use Salesforce are most likely to grow faster than those that don’t. Accounting software like Quickbooks help companies to manage their money, generate financial reports, and create receipts and invoices. Integrating your CRM data with accounting data can help you grow your business.
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Procedure to Implement Salesforce to Quickbooks Integration
Cash flow is very important, and there is a new app to help you streamline it, that is, the Salesforce Connector by Quickbooks. It was the first connector built by Intuit for connecting Salesforce and Quickbooks Online Advanced to shorten the quote-to-cash sales cycle.
The Salesforce Connector by Quickbooks joins data between Salesforce and Quickbooks Online Advanced. This means that it syncs your Salesforce opportunities into Quickbooks Online Advanced as invoices. This will speed up your sales cycle and put all your financial data into one place. Note that the feature is only available for Salesforce Professionals and Enterprise plans.
You can perform the integration by following the steps given below:
Salesforce to Quickbooks Integration Step 1
Log into Quickbooks Online Advanced as an admin.
Salesforce to Quickbooks Integration Step 2
After a successful login, search for “Salesforce Connector by Quickbooks”. Select the “Get app now” option.
Salesforce to Quickbooks Integration Step 3
You can also open the Intuit Quickbooks Apps center and search for “Salesforce Connector by Quickbooks”. Click the “Sign In” option and you will be taken to the log-in for Quickbooks Online Advanced account. Enter your account credentials to log in.
Salesforce to Quickbooks Integration Step 4
A new window asking you to agree to the Terms of Service and Privacy Statement will pop up. The window also tells you what it means by agreeing to integrate Salesforce with Quickbooks Online Advanced. Click the “Agree” button to grant Quickbooks Online Advanced access to your Salesforce account.
Salesforce to Quickbooks Integration Step 5
If the connection process runs successfully, you should see the “Connected” text on the screen. Choose how the opportunities will appear in Quickbooks.
Salesforce to Quickbooks Integration Step 6
Move the products and services that you need from Salesforce into Quickbooks.
Salesforce to Quickbooks Integration Step 7
Add the Salesforce info to custom fields on sales forms on Quickbooks.
Salesforce to Quickbooks Integration Step 8
Move opportunities into Quickbooks. After connecting your Salesforce account, Quickbooks will automatically download your previously closed Salesforce opportunities and create draft invoices from the data related to the opportunities. However, Quickbooks will not add the draft invoices to your books until you’ve reviewed and approved each one of them. The reason is that Quickbooks recognizes that you might have previously recorded them manually in your books before using this app or you don’t want them included in your books.
Limitations of Salesforce to Quickbooks Integration using Manual Method
Although it is possible to integrate Salesforce to Quickbooks Online Advanced using the Salesforce Connector by Quickbooks, you will encounter a number of challenges. These include the following:
- The Salesforce Connector by Quickbooks is only supported in Quickbooks Online Advanced. Also, only Salesforce Professionals and Enterprise plan users can use the connector. Also read Salesforce to SQL Server integration.
- The process of integrating Salesforce with Quickbooks Online Advanced via the Salesforce Connector by Quickbooks is lengthy and a bit complex. It may require an individual with technical expertise to perform the integration.
- The Salesforce Connector by Quickbooks does not support real-time data transfer between Salesforce and Quickbooks Online Advanced.
Conclusion
In this article, you learned about Salesforce, Quickbooks, and the need for implementation of Salesforce to Quickbooks Integration. You also learned about the procedure to implement Salesforce to Quickbooks Integration and the limitations of the manual method.
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