Salesforce To QuickBooks Integration

Integrate QuickBooks with Salesforce today to give yourself full control and visibility into how your business is running and where it can be improved for maximum efficiency. But what does QuickBooks add to your Salesforce organization? What are the key benefits of integrating? When should you integrate Salesforce and QuickBooks? Answer all of these questions and more by continuing to read below.

Does Salesforce Integrate With QuickBooks?

If you’ve been asking yourself “Does Salesforce integrate with QuickBooks?” The answer is: Yes! But why? Why would you want to integrate Quickbooks with Salesforce?

Quickbooks provides your business with the means to connect your accounting information remotely so that your accounting team can access your company’s financial information from anywhere in the world.


Get paid faster and close orders more efficiently.
Secure your data on Intuit servers.
Better shared access to data with employees and your accountant.
Handle tasks like accounts payable, time tracking, expense management, and more with ease.

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Below are a few key benefits of Quickbooks that your business can take advantage of.Quickbooks offers three different subscriptions levels all with their own set of benefits:

1. Simple Start

  • Track your income and expenses
  • Send unlimited estimates and invoices on the go
  • Download transactions from your bank and credit card accounts

2. Essentials

  • All of the benefits of Simple Start!
  • Manage and pay bills
  • Control what your users can access

3. Plus

  • All of the benefits of Simple Start and Essentials!
  • Create and send purchase orders
  • Track inventory
  • Prepare and print 1099s

Benefits Of A Salesforce Integration With QuickBooks


What features unlock for your business once you’ve integrated your two systems? Take advantage of both QuickBooks and Salesforce functionalities and benefit from the following:

Convert your Salesforce opportunities into invoices by integrating your main Customer Relationship Management (CRM) software with accounting. Remove the need for manual input or exports, automate your financial and accounting needs to remove the possibility of human error.

Automate reminders and reconciliations by sending custom reminders for invoices. Don’t let another bill slip through the cracks. Stay on top of payments and get paid on time with this seamless integration between systems.

Speed up your sales cycle and keep all of your financial data in one place with complete visibility on business and cash flow. With the ability to automatically convert opportunities into invoices, you can now spend less time manually entering information from one system to the next. We at GURUS call this the dreaded “Swivel-Chair” approach, and we’ve written about how to avoid it.

Reduce duplicate data entries, increase productivity, and drive more insights for better Forecasting. By removing the chances of human error, you won’t have to worry about simple-to-avoid mistakes. With more consistent data coming in, you’ll be able to properly forecast for better financial management.

Encourages team collaboration by letting them share information in the cloud, while still giving you control over their access to certain data. Collaboration is key, and with a bigger push towards Work-from-Home having the ability to collaborate over the cloud is a huge benefit.

What Are The Signs I Should Integrate Salesforce With QuickBooks?

You’ll know it’s time to integrate Salesforce and QuickBooks when you’re struggling to keep your sales and finance teams in harmony, or ensuring consistency across accounts, invoices, and payments. As with any financial software, implementing or integrating with one boils down to outgrowing your previous system. Are you stuck on Excel or Google Sheets? Has the difficulty of manual input stopped you from potential growth? 

Take advantage of QuickBooks financial management properties today to get a real-time and accurate overview of your data for optimal business growth.

How To Integrate Salesforce With QuickBooks

There are many applications that support integrations between Salesforce and QuickBooks. Both applications offer their own integration, but managing all of your different integrations can be tricky and confusing. If you want to manage all of your integrations under one platform, Boomi is the only integration tool you’ll need for your systems and applications.

If you're reading this and you‘re still deciding on systems, or would like to see how NetSuite handles integrations, check out our Boomi for NetSuite resources here.

QuickBooks vs. NetSuite, What You Should Know

If you’re reading this it’s likely that you’re either a current QuickBooks user, or you’re looking for an accounting solution that fits with your Salesforce organization. Whether you’re a current user or looking to bring QuickBooks on, we at GURUS know that QuickBooks can only go so far. 

As a business grows and their financial management needs increase, or become more complex, a need for a more robust system arises. 

If you’re wondering when it’s time to upgrade, or if you’re considering NetSuite versus QuickBooks for your accounting needs, you should read our comparison of the two systems here.

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