Third-party integrations have always been some of the major benefits of using Salesforce. Users can get their Salesforce CRM integrated with an array of apps and services to extend its overall functionality. It allows them to operate on a centralized platform instead of having to switch between different applications.
The Salesforce QuickBooks integration is one such integration that is loved by the users of both platforms.
QuickBooks is a popular accounting platform that helps users in developing on-premise and cloud-based accounting solutions for their businesses. It helps you in keeping a track of your financial transactions, manage payroll, take note of invoices generated/received, and manage income and expenses out from a unified interface.
When you integrate Salesforce with QuickBooks, you can undertake automated accounting processes on your CRM database. The integrated platform allows you to keep a track of all the financial processes carried out within your organization, taking your accounts and contacts into consideration.
This provides you with a single unified platform for performing accounting and CRM activities on the same set of data. Instead of having to use a different platform for managing accounts and tracking financial processes, the integrated platform allows Salesforce users to save their time and effort by working on a single UI effectively.
How To Connect Salesforce With QuickQuicks
There are two major ways in which you can undertake the Salesforce QuickBooks integration – by installing an application and through custom development.
Installing An Application
The most commonly used method of carrying out Salesforce QuickBooks integration is by installing an application that allows you to connect the two platforms. a quick visit to Salesforce AppExchange will provide you with several applications to choose from.
These applications require you to create accounts on both platforms and integrate your data in a seamless manner. Intuit, Avankia, and Boomi Atmosphere are some of the most popular applications on AppExchange that help you integrate Salesforce with QuickBooks.
The other way of carrying out the Salesforce QuickBooks integration is through custom development of the application. Intuit, the parent company of QuickBooks, has released its own software development kit for organizations to implement and customize the platform according to their specific needs and preferences.
You can get in touch with professional developers that would help you create a customized solution for integrating the two platforms. However, this is a more expensive alternative due to the fees charged by the developers. Nevertheless, you will get an integrated platform exactly the way you want it to be.
Important Considerations Before Integrating Salesforce With QuickBooks
Here are some of the important things you should keep in mind before going ahead with Salesforce QuickBooks integration:
Make sure which version of QuickBooks you are integrating Salesforce with – desktop or cloud
Ascertain whether you want a one-way or a two-way integration between the two platforms
Do you need the system to update records in real-time or do you want to schedule the update of your records?
Ascertain the type of approvals the users would need for updating a transaction into your QuickBooks accounting system
Make sure you are using the right Salesforce edition that has been certified to work with QuickBooks
Calculate the estimated return on investment on carrying out the integration
Make sure that your Salesforce integration and QuickBooks business process flow match to carry out seamless integration
Once you are through with these considerations, you can go ahead with integrating your Salesforce org with QuickBooks. The integration is bound to help your sales reps and your accounting team in streamlining their processes.