We build. You grow.

Get best community software here

Start a social network, a fan-site, an education project with oxwall - free opensource community software

Salesforce CRM QuickBooks Integration: Benefits | Forum

Topic location: Forum home » Support » General Questions
Peter Groft
Peter Groft Mar 18 '22

What is QuickBooks?

QuickBooks is a bookkeeping and accounting application that enables companies and businesses to monitor daily accounting tasks, revenues, and expenses. You could add accounts, analyze profits, get an analysis of your revenue, arrange transfers, calculate taxes, and perhaps even set bill payment alerts with QuickBooks. QuickBooks has a range of attributes and advantages that set it apart from others. You can indeed easily view your receivable accounts and client history to see how much money you can expect to earn, and which invoices you should pay attention to.

Besides, it is easier to maintain this app even without an accounting instructor, which could save the business’s cost of employing accounting professionals.

Moving on, let’s move forward and discuss,

The features of QuickBooks:

  • Cloud Accounting – QuickBooks accounting software is convenient, and it is cloud-based and can be accessed, coordinated, and operated from any computer, mobile device, or tablet.
  • Easy Invoicing – QuickBooks Online Accounting Software allows you to generate personalized receipts, account statements, and projections quickly and easily.
  • Banking – QuickBooks Online Banking functionality allows the user to access banking activities and statements remotely in just a couple of clicks.
  • Reporting – QuickBooks tailored reporting, and actionable insights make account reporting straightforward.


What is Salesforce CRM?

Salesforce is the world’s most popular CRM software, allowing companies to communicate with customers in real-time, from any location. Customer service, marketing, and accounting will all benefit from Salesforce. With Salesforce CRM, all your departments will work together in one canopy.

Advantages of using Salesforce CRM are:

  • Easy to use – The very first reason to use Salesforce CRM is that it is simple to set up and use. All you must do is log in, and you can use it from anywhere. The user interface is extremely user-friendly, and customizing it is a breeze.
  • Easy to integrate – With the aid of open APIs, Salesforce CRM offers integration options. It enables businesses to map their operations more effectively on the Salesforce system.
  • Enhances Customer Service – Customer service is what distinguishes you other than your rivals, whether your company is expanding or has established itself as a company. When your entire team is using Salesforce CRM, you’ll be able to quickly access a consumer’s entire profile and history, resulting in easier interactions and increased confidence in the company or business.
  • Helps to find the right prospects/clients – When it comes to growing a small accounting department, timing is crucial when it comes to making the most out of the marketing strategies. However, once your sales and marketing teams are connected under one canopy through Salesforce CRM, you could build and target compelling discussions to convert leads prospects into clients.
  • Improves Productivity – You can prioritize leads and prospects in Salesforce CRM depending on the probability of conversion and close depending on the customer experiences.

How is Salesforce QuickBooks Integration beneficial for your business? Top 8 Advantages!

Here are a few of the advantages of Salesforce QuickBooks Integration. So, look!

1. Enables Customization 

Salesforce QuickBooks Integration offers many ready-to-use invoices, graphs, tables, and business plan templates for businesses to use. The tool also makes it much easier to customize the layout of those documents, making them less generic and more likely to make the most sense. Customizing invoices is especially helpful, as it allows businesses to include their business name and relevant details about each business unit. Customers will be able to settle their receipts and reimburse them on time because of this.

2. No need to worry about Data Loss 

When it comes to traditional systems, there’s always the chance of losing your data. The option exists because it was originally saved on your computer and then backed up to your private server. If anything goes wrong with your technological breakthroughs, you could end up losing that important data. That’s not a concern with Salesforce QuickBooks Integration, fortunately. The interconnected solution conveniently stores everything, and all your company’s financial statements are maintained on cloud storage.

3. Save Times 

Static accounting and reporting tasks are easy to handle with Salesforce QuickBooks Integration. It could be set up to handle routine, repetitive, and continuing bookkeeping duties for you. Simply having this benefit can save you hours in total. You’ll have more time to focus on enhancing performance and expanding your business.

4. Keeps track of all records 

QuickBooks integration with Salesforce is popular among businesses and entrepreneurs because it allows you to generate receipts for your consumers. You could even arrange and monitor them based on who they belong to. It’s simple to track financial transactions and excess client debts when you maintain all your receipts and information in one spot.

5. Enables to categorize transactions

Once you’ve configured your accounts, you can begin categorizing your transfers and accounts. Salesforce QuickBooks Integration allows you to arrange and distinguish your payments by personal, company, costs, revenue, and sales, among other categories. You also can tag your main business costs so you know exactly how much you can claim when tax time arrives.

6. Ensures effective team collaboration

Working in the cloud enables your organizations to effectively collaborate and share information outside of typical business channels of communication. With salesforce QuickBooks integration, you could give your personnel and staff access while retaining stability over what data they can view or alter.

7. Budget-friendly 

QuickBooks integration with Salesforce is an excellent investment. This is a cost-effective and worthwhile investment for your corporation. When you innovate your business, you are preparing to keep up with the latest trends, which will help you long term your company or business.

8. Ensures Easy Billing 

It’s simple to take out your smartphone, put the details into the application, and save the invoice anywhere safely with Salesforce QuickBooks integration, which isn’t difficult and less time intensive. Several of the best features of Salesforce’s QuickBooks integration, in our view, are this functionality. You can create invoices for your customers with just one keystroke: it’s that easy.


QuickBooks integration with Salesforce makes things simpler to exchange financial information, check finances, view sales, and marketing channels, and find business opportunities by automating the task of forming and processing payments to clients and customers. It can assist with sales forecasts for growth plans or leads and upgrading existing customer relationships. With Salesforce QuickBooks Integration, you automate statistics and business processes, and it also helps companies run smoothly and efficiently during the new reality after the pandemic.

To know more about QuickBooks App for Mac or Method CRM visit Apps4Rent.

The Forum post is edited by Peter Groft Nov 16 '22
Abhishek Sharma

Salesforce is one of the best Customer relationship management software that empowers businesses to manage customer relationships, marketing campaigns, and sales processes. With Salesforce, businesses get a comprehensive database to store and organize customer data like purchase history, contact information, customer behavior, customer support tickets, etc. Any business from any industry can customize Salesforce according to their specific requirements and drive productivity and efficiency into their system. 

Quickbooks is a popular accounting software to diligently manage financial data and transactions. Quickbooks allows teams to track expenses, manage payroll, generate invoices, produce financial reports, and analyze financial data. 

Here are key features of Quickbooks: 

Invoicing: Create and send professional-looking invoices to your customers, and track invoice status and payment history with Quickbooks. 

Expense tracking: You can also track expenses like bills, payments, receipts, etc. 

Payroll management: Several tools for payroll management allow you to perform various tasks like calculating employee wages & taxes and generating pay stubs and W-2s.

Banking: You can now connect your bank accounts and credit cards with Quickbooks. Furthermore, it automatically imports transactions, helping you sort out your finances effortlessly. 

Financial reporting: With a wide range of financial reports like profit and loss statements, cash flow statements, and balance sheets, businesses can easily create reports and fasten the decision-making process. 

Third-party integrations: QuickBooks is easily integrated into third-party applications and services like e-commerce platforms, CRM software (like Salesforce), and payment processors. 

Though both Salesforce and Quickbooks perform distinctly, it would be a favorable decision for businesses to streamline their processes and operations if integrated. Salesforce is ideal for managing the data of clients & customers, and simultaneously you can use Quickbooks to keep track of their financial data. This integration helps businesses in minimizing manual efforts in data entry & management and increases overall efficiency. 

Integrating Salesforce CRM with QuickBooks can offer several benefits to your businesses. Including: 

Improved efficiency: Salesforce CRM and Quickbooks integration reduces the need to manually enter the data and save you from all sorts of error risks. This saves time and enhances the accuracy of financial data.

Streamlined processes: This integration streamlines a business's sales and accounting processes. With Salesforce, sales data is automatically transferred to Quickbooks, eliminating the possibility of duplicate record entries. 

Enhanced reporting: Quickbooks, when integrated with Salesforce CRM, provides a complete view of financial data to businesses, as well as accurate financial analysis and reporting.

Better customer insights: Businesses can gain an in-depth understanding of customers’ behavior and buying patterns by integrating Quickbooks with Salesforce CRM. This way, businesses can target their sales and marketing efforts to support the right data. 

Increased productivity: Most tasks get automated with Salesforce CRM & Quickbooks integrations, allowing employees to work on other intellectual duties that increase business productivity and growth. 

Integrating Salesforce CRM with QuickBooks can help businesses improve efficiency, streamline processes, and gain valuable insights into their customers and financial data.

The Forum post is edited by Abhishek Sharma Mar 28