QuickBooks & Salesforce Inegration

Integrating QuickBooks with Salesforce allows you to understand how your business operates and identify areas for improvement. With QuickBooks Accounting software and Salesforce CRM combined, you can share important data between sales and accounting departments. This includes customer details, sales orders, expenses, and invoicing. By connecting with QuickBooks, you can avoid the need for duplicating data entry tasks, saving you time and reducing errors. This integration streamlines operations and ensures efficient collaboration between sales and accounting teams.

Key Features





  •     Integrate CRM and accounting
  •     Automated reminders and reconciliation
  •     Complete visibility on business and cash flow
  •     Run analytics from within Salesforce
  •     Synchronize Invoice, Estimate, Order, Payments and balance data from QuickBooks
QuickBooks and Salesforce Inegration