Salesforce To QuickBooks Integration


Users of both Salesforce and QuickBooks, suffering to collaborate between sales and accounting can revel in high productivity, error-prone data, and better forecasting with a QuickBooks integration with Salesforce.

Not to mention, full control and visibility into how your business is running and the areas where it can be improved for maximum efficiency.

For companies looking to add that extra umph to their profits, it’s no longer plausible to only incorporate digital transformation strategies like cloud-based software.

Without an integration between systems, it's impossible to manage the comings and goings of departments, which lead to gaps in operations.

For finance and sales departments, this is particularly true as they’re constantly sharing data on invoices, sales orders, expenses, and customer information.

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Why Integrate Salesforce with QuickBooks?

As a CRM, Salesforce is as powerful as they come. Forecasting, sales reports, account management, and dashboards are just a few of the features offered. 

QuickBooks is an ERP that specializes in cloud-based accounting applications. 

Since QuickBooks doesn’t have sales capabilities and Salesforce is dedicated to customer management, for users of both systems it’s essential to implement a QuickBooks Salesforce integration.

Connecting the two systems allows employees to access financial data metrics with the sales team to work towards a unified goal of profitability and results.

Instead of the constant back and forth that is a daily task associated with manual data entry, a Salesforce connector by QuickBooks will save time, automate repetitive processes, and apply best communication practices among teams.

Benefits Of A Salesforce Integration With QuickBooks


There’s a lot of benefits to a Salesforce company connecting with QuickBooks. Business processes are streamlined while essential features are unlocked once you’ve integrated the two systems. Take advantage of both QuickBooks and Salesforce functionalities and benefit from the following:

Convert your Salesforce opportunities into invoices by integrating your main Customer Relationship Management (CRM) software with accounting.

Remove the need for manual imports or exports, automate your financial and accounting needs to remove the possibility of human error.

Automate reminders and reconciliations by sending custom reminders for invoices. Don’t let another bill slip through the cracks.

Stay on top of payments and get paid on time with this seamless integration between systems.

Speed up your sales cycle and keep all of your financial data in one place with complete visibility on business and cash flow.

With the ability to automatically convert opportunities into invoices, you can now spend less time manually entering information from one system to the next.

Reduce duplicate data entries, increase productivity, and drive more insights for better  forecasting. By removing the chances of human error, you won’t have to worry about simple-to-avoid mistakes.

With more consistent data coming in, you’ll be able to properly forecast for better financial management.

Encourages team collaboration by letting them share information in the cloud, while still giving you control over their access to certain data.

Collaboration is key, and with a bigger push towards Work-from-Home having the ability to collaborate over the cloud is a huge benefit.

What Are The Signs I Should Integrate Salesforce With QuickBooks?

You’ll know it’s time to integrate Salesforce and QuickBooks when you’re struggling to keep your sales and finance teams in harmony, or experiencing inconsistency across accounts, invoices, and payments.

As with any financial software, implementing or integrating with one boils down to outgrowing your previous system. Are you stuck on Excel or Google Sheets? Has the difficulty of manual input stopped you from potential growth? 

If this is the case, it’s time to discuss with your teams to see how you would benefit from an integration, or perhaps whether an upgrade in the system is needed. Take the time to review internally and make a plan.

How To Integrate Salesforce With QuickBooks

There are many applications that support integrations between Salesforce and QuickBooks. Both applications offer their own integration, but managing all of your different integrations can be tricky and confusing.

For businesses looking to manage all integrations under one platform, Boomi is a leading iPaaS platform that specializes in integrating most systems and applications. 

If you're reading this and you‘re still deciding on systems, or would like to see how GURUS handles integrations, check out our Boomi resources.

QuickBooks vs. NetSuite, What You Should Know

If you’re reading this it’s likely that you’re either a current QuickBooks user, or you’re looking for an accounting solution that fits with your Salesforce organization.

Whether you’re a current user or looking to bring QuickBooks on, we at GURUS know that QuickBooks is designed for small companies, with limitations in scalability. 

As a business grows and their financial management needs increase, or become more complex, a need for a more robust system arises. 

If you’re wondering when it’s time to upgrade, or if you’re considering NetSuite versus QuickBooks for your accounting needs, our comparison helps companies compare the two and decide based on business objectives.

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