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Salesforce QuickBooks Integration | Forum

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

Salesforce CRM Overview

Salesforce is a CRM (Customer Relationship Management) program, which is used to engage and build relationships with customers and consumers. It is not just for a big corporation or a large-scale business. Even if you are starting up or have a small-scale business, Salesforce can be the central hub for your business for all company interactions with current and future customers. Salesforce does not only handle customer interactions, but it also basically provides a variety of functions that can maintain or increase customer relationships. Salesforce provides functionalities to track and monitor sales, manage customer data, convert data into information, predict sales, manage contacts, record activities, send emails (manual as well as auto), make calls, and dozens of other quality functionalities.  No matter what your business needs are, these functionalities, which are being intelligent day by day will be able to fulfil.

QuickBooks Overview

QuickBooks is accounting software. QuickBooks’ parent company is Intuit. Intuit is a global company. The basic idea behind QuickBooks is to let companies focus on their business and let them not worry about their books (accounting).

With your data stored and organized on the cloud, you can manage your company’s sales, build, and send invoices, and visualize how your business is performing at any point in time. So, no more hunting through files and spreadsheets. It is quite easy to use, and you need not be an expert in accounting or taxes to be able to use it. With an accurate setup, you will also be able to have a real-time idea of your cash flow. You may map it to your account, and it will show a real-time cash flow. It is also very user-friendly with other apps so that all your accounting information can be in sync.

QuickBooks is the right thing for small businesses as well. There are several businesses that may be benefited from amazing accounting software. Businesses based on appointments that offer services by appointments, such as a salon, doctor’s office, or drivers training school. Or it could be the retail or eCommerce businesses that sell or resell products, such as eBay sellers, food trucks, grocery shops, or cafes. There are professional and field service businesses that get paid based on the project or job, such as photographers, contractors, or wedding management firms.

How does the Salesforce and QuickBooks Integration Work?

Salesforce and QuickBooks Integration allow full visibility into how your business is performing and what are areas where it can be improved. CRM and Accounting software work together to share data between accounting, sales, and other teams, including customer information, expenses, sales orders, and invoicing. When you connect your CRM with QuickBooks, it minimizes repetitive data entry, increases productivity, and results in more insights for better forecasting.

To know more about QuickBooks for Mac Price and QuickBooks for Construction visit Apps4Rent.
The Forum post is edited by Peter Groft Mar 18