Using Salesforce Integration for Quickbooks

Salesforce integration for Quickbooks is a useful feature. Thankfully –both sets of software have been designed specifically to handle one another.

A lot of people have been asking me how to set up the integration. They want me to write a tutorial for this process, so that they can get the most out of it.

But, the nice thing about this integration is that it’s automatic; it requires absolutely no procedures or operations, from the user-end, in order to get it up and running. It runs by a wizard, entirely automating the integration between the two suites.

So, what I am going to do – instead- is talk about the benefits of Salesforce integration for Quickbooks, and show you why these features are so useful and helpful.

We all know that Quickbooks is touted for its feature-rich financial suites,(used by both homeowners large scales businesses). Even some government branches use this software to track their expenses, resources and financial records. Quickbooks’ automation, security, and ease-of-use makes it a clear choice for most people in need of competent, financial software.

Likewise, Salesforce offers the same flexibility, security and ease of use – but for CRM software. It offers a programming API, integration for onboard systems, and an easy to learn set of functions and procedures. This all attributes to Salesforce’s position as the top CRM choice.

Marrying Salesforce and Quickbooks is an obvious win – from both sides of the equation. It’s just wonderful technology; they have been designed to integrate with ease and stability. (It’s not some third party trick that others have come up with to creates functionality in a way it was never designed to do).

For one, a system that integrates accounts between the two suites is a time saver. When a single change is made, it allows for automatic updates and synchronization. Thus, keeping all information current. With integration, CRM and financial functions can work in parallel .

Another beneficial feature is the synchronization of customer accounts (which keeps customer data parallel as well).  The system has a single form that is compatible with both suites (reducing confusion). Synchronizations also allows self service frameworks like WalkMe and other onboard systems to easily retrieve information from both platforms – by polling a single source.

Finally, single-click transactions between both sets of software is now available. It is the most recent revision; all transaction elements have now been condensed into a single task. This level of ‘parallelism’ is incredibly important when you have multiple suites handling cross-related information.

In the past, discrepancies with data were the cause of a lot of major crises for digital business processes. Now, thanks to Salesforce integration for Quickbooks, at least in the case of CRM and financial software, this is no longer something to be feared.

In the future, this one-click, multi-suite, action functionality will become the standard for most SaaS offerings, alleviating problems with data synchronization and accuracy. The Integration of Quickbooks with Salesforce is just the beginning. This is a golden age for SaaS, and a golden age for Business.

For more integration materials please go to salesforce integration patterns page. Enjoy your readings.

Amanda McDonald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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