Salesforce
and QuickBooks Integration give full visibility into how your business
is running and where it can be improved. Accounting software and CRM work
together to share data between sales and accounting, including customer
information, sales orders, expenses, and invoicing. Connecting with QuickBooks
reduces duplicate data entry, increases productivity, and drives more insights
for better forecasting.
Benefits of QuickBooks Salesforce Integration
- Enhanced
Security
With Salesforce, you don’t need to worry about the loss or
theft of your important business data. The cloud-based infra of Salesforce
ensures you of that.
- Saves
a great deal of time
Having the same data on different applications causes
repetition and takes hours of extra work managing the data. Integrating the two
platforms simply saves you from all of that.
- Easy
Customization
The integration enables you to customize your documents and
invoices with the help of ready-to-use templates, tables, graphs as per your
requirements.
- Track
and monitor all Records
You can generate invoices, arrange, and monitor them
according to which customer they relate to. This helps you keep a track of all
transactions that need to be taken care of.
- Improved
Accuracy
Salesforce is an AI-driven tool and the same would power
QuickBooks. AI ensures accuracy and prevents the repetition of data.
- Enables
Collaboration
This is the main Salesforce feature and having QuickBooks
integrated would ensure easy sharing of data and collaboration among various
departments that could use the data.
- Improved
Overall Efficiency
AI, Automation, security, information sharing capabilities,
and customization. This integration would put the applications on steroids.
That’s the reason why it is popular among businesses. It makes them so much
easy, faster, and more efficient.
Conclusion
Salesforce QuickBooks integration basically amplifies the
abilities of both the platforms and businesses can reap a lot of potential
benefits from it. Every Salesforce user who is a QuickBooks user too should opt
for the integration. It only makes sense. The potential and growth it offers
are huge.
To know more about QuickBooks
CRM and QuickBooks App for Mac visit Apps4Rent.
