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QuickBooks integration with Salesforce: Advantages | Forum

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

QuickBooks is a cloud-based accounting software package developed and marketed by Intuit. It is used to manage sales and expenses and keep track of day-to-day business transactions, like invoicing customers and paying bills.
Salesforce is a cloud-based customer relationship management (CRM) software solution for sales, service, marketing, analytics, and building a customized application.

Reasons to integrate QuickBooks with Salesforce
Organizations use both systems as an integral part of their business, but they have to put in extra effort to manage all the necessary activities. Some of the challenges faced by them are discussed below.
• They set up both teams’ sales team and accounts team separately, therefore their cost of infrastructure increased.
• Sales team always have in contact with account team for the cash management of their customer for that they must take extra pain and burden.
• They spent a lot of time managing Salesforce data and QuickBooks customers individually.
• They must make double efforts for the preparation of invoices of Accounts created in Salesforce.

Advantages of QuickBooks integration with Salesforce
Salesforce and QuickBooks Integration help organizations to connect sales data with account data and perform tasks in sync, therefore helping organizations to observe sales pattern, track product analytics, and do a better forecast of business decisions.
• Enhanced time management since the data flow is bidirectional after integration.
• In-depth analysis of sales patterns within Salesforce.
• Go through open balances and credit limits from within Salesforce.
• Helps in tracking each customer’s particular needs with the help of Salesforce.
• Analyze sales histories for each prospect or customer.
• Minimization of duplication and data errors.


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The Forum post is edited by Peter Groft Mar 18