How to Integrate Quickbooks with Salesforce

Integrate QuickBooks and Salesforce, which helps by connecting sales data with your accounting data. You can make better business decisions, see sales patterns, know which products are getting the most service calls and warranties claims.

QB247 supports QuickBooks integration with Salesforce CRM with QuickBooks Online accounting, creating a powerful and agile system that turbo-charges your business. Sales teams work faster, invoices are paid quicker, finance departments increase efficiency, and management has vital information at their fingertips. QB247 helps for the following.

Raise invoices from Salesforce
Allow your sales team to view overdue client accounts in Salesforce
Reduce double data entry between Salesforce and QuickBooks Online
Improve cash flow by accelerating payment time

intuit quickbooks salesforce integration

intuit quickbooks salesforce integration

Quickbooks online integration salesforce

Main Features:

Robust Test Mode to simulate a sync to see what would happen before you sync
Salesforce Opportunities go to QuickBooks Orders, Invoices, Estimates, or Receipts (can be reversed)
QuickBooks Customers sync to Salesforce Accounts
QuickBooks Items sync to Salesforce Products
QuickBooks invoice details go to Salesforce Opportunities
Payments in QuickBooks update the open balance amount in Opportunities
Easy setup in just a few steps
Error notifications emailed to you
Syncs on demand or on schedule
Friendly support and expert help when you need it

If you are interested in making the switch from desktop to QuickBooks Online, contact Quickbooks Support today. We have a great experience in converting QuickBooks PC desktop company files to QuickBooks Online. QB247 is a trustworthy outsourcing company providing services to our clients across the globe. We ensure our clients with accurate consulting for accounting method as per requirements of the clients. It offers a complete array of pros and cons of each method to the clients with different requirements. Our dedicated staff helps you to know best for your nature and size of business and give an accurate picture to the clients.
Services we Offer
Cost advantage
No need to invest in people and train them
Ready access to a pool of specialized people
Right expertise brings excellent quality
Focus on core competencies rather than spending time & energy in harnessing human and technological resources
Customization: Our services are flexible enough to accommodate your specific needs & requirements
You can reach us anytime 24×7 leading to fast turnaround time.

FAQ’s

Q: Which versions of QuickBooks and Salesforce does QB247 work with?
A: QB247 works with QuickBooks Pro, Premiere and Enterprise as well as QuickBooks Online. For Salesforce, it supports all editions.
Q: Is the trial for a starter version of QB247?
A: No, the trial gives you the full version of QB247 with all standard functionalities.

Q: I have custom fields/objects. Does QB247 sync those too?
A: Yes, QB247can be customized to sync any custom field or object in Salesforce.

Q: Do you support QuickBooks Desktop version?
A: We currently support QuickBooks Online and will be adding support for QuickBooks Desktop integration in the future. We will let you know as soon as QuickBooks Desktop support becomes available.