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Benefits of QuickBooks Salesforce Integration | Forum

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

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

  1. 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.

  1. 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.

  1. 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.

  1. 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.

  1. Improved Accuracy

Salesforce is an AI-driven tool and the same would power QuickBooks. AI ensures accuracy and prevents the repetition of data.

  1. 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. 

  1. 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.

 

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