We build. You grow.

Get best community software here

Start a social network, a fan-site, an education project with oxwall - free opensource community software

SALESFORCE CRM QUICKBOOKS INTEGRATION: BENEFITS | Forum

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

What is QuickBooks?

QuickBooks is a bookkeeping and accounting application that enables companies and businesses to monitor daily accounting tasks, revenues, and expenses. You could add accounts, analyze profits, get an analysis of your revenue, arrange transfers, calculate taxes, and perhaps even set bill payment alerts with QuickBooks. QuickBooks has a range of attributes and advantages that set it apart from others. You can indeed easily view your receivable accounts and client history to see how much money you can expect to earn, and which invoices you should pay attention to.

Besides, it is easier to maintain this app even without an accounting instructor, which could save the business’s cost of employing accounting professionals.


What is Salesforce CRM?

Salesforce is the world’s most popular CRM software, allowing companies to communicate with customers in real-time, from any location. Customer service, marketing, and accounting will all benefit from Salesforce. With Salesforce CRM, all your departments will work together in one canopy.


Here are a few of the advantages of Salesforce QuickBooks Integration.


1.Enables Customization 

Salesforce and QuickBooks Integration offers many ready-to-use invoices, graphs, tables, and business plan templates for businesses to use. The tool also makes it much easier to customize the layout of those documents, making them less generic and more likely to make the most sense. Customizing invoices is especially helpful, as it allows businesses to include their business name and relevant details about each business unit. Customers will be able to settle their receipts and reimburse them on time because of this.


2.No need to worry about Data Loss 

When it comes to traditional systems, there’s always the chance of losing your data. The option exists because it was originally saved on your computer and then backed up to your private server. If anything goes wrong with your technological breakthroughs, you could end up losing that important data. That’s not a concern with Salesforce QuickBooks Integration, fortunately. The interconnected solution conveniently stores everything, and all your company’s financial statements are maintained on cloud storage.


3.Save Times 

Static accounting and reporting tasks are easy to handle with Salesforce QuickBooks Integration. It could be set up to handle routine, repetitive, and continuing bookkeeping duties for you. Simply having this benefit can save you hours in total. You’ll have more time to focus on enhancing performance and expanding your business.


To know more about QuickBooks App for Mac or QuickBooks Scheduling visit Apps4Rent.

The Forum post is edited by Peter Groft Apr 26