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Why to Integrate QuickBooks with Salesforce? | Forum

Topic location: Forum home » Support » General Questions
Peter Groft
Peter Groft Apr 26

Reasons to integrate QuickBooks with Salesforce

Organizations use Salesforce and QuickBooks as an integral part of their business, but they must 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.

The sales team always has in contact with the 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

Integrating Salesforce with Salesforce helps 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 every customer’s particular need with the help of Salesforce.

Analyze sales histories for each prospect or customer.

Minimization of duplication and data errors.


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