QuickBooks Integration with Salesforce

Every business needs to nurture leads and sales. Sales force and QuickBooks both are leading software being used by Small and medium scale Businesses, QuickBooks for tracking accounting and sales force for managing sales, customer service and prospects.

Integrating both sales and accounting is utmost important for any Business and will help businesses plan for acquiring new business and retaining old customer by providing world class customer service.

Regardless of the type of business you have or planning to start, prioritizing customer relationship management is one of the most important steps to take. 

But one of the biggest challenges that come in doing this is to build a dedicated CRM team. 

If you have just started your business or only have a limited number of resources in your team, you know that building a dedicated team for CRM is not a feasible option. This is where readily-available cloud-based CRM software such as Salesforce comes into the picture. 

With Salesforce, you can get accurate insights into what actions to take and what strategies to prepare with the information available in your customer base. 

To make your business CRM processes more streamlined, you cannot go wrong by integrating cloud-based accounting software such as QuickBooks into the Salesforce system embedded within your business website.

Why do you need to integrate QuickBooks into Salesforce?

As discussed in the introduction section, embedding Salesforce in your business website is a great way to streamline your CRM processes. 

However, doing this helps you get only half of the job done of automating and simplifying your CRM processes. 

To make the most out of the benefits that Salesforce offers, it is important to integrate QuickBooks with the CRM software.

One of the most significant benefits of doing this is QuickBooks helps you leverage Salesforce to the fullest. This, in turn, helps you get a clear picture of how your customer base is managed. 

Taking this step also makes you avoid data duplication and streamline connections and communications with existing customers, potential customers, and prospects.

Factors you need to consider before integrating QuickBooks into Salesforce

One of the most important factors to consider when integrating QuickBooks into Salesforce is that the accounting software cannot be directly embedded within Salesforce as of now. 

The only currently available solution for Salesforce QuickBooks integration is to use a pre-built app to make the two systems merge. What’s interesting to know is that there are plenty of pre-built apps available that can help you do this without facing any hassle.

Method One: Steps to integrate QuickBooks into Salesforce using a pre-built app

The QuickBooks Salesforce integration steps are listed below. They work with almost all types of pre-built apps.

Total Time: 5 minutes

  1. Step One

    Download the pre-built app

  2. Step Two

    The next step is to create a premium account for the pre-built app.

  3. Step Three

    To connect QuickBooks with Salesforce via the pre-built app, enter the login credentials of both the systems.

  4. Step Four

    Go into the pre-built app settings section and choose the syncing option to enable automatic syncing.

  5. Step Five

    Many pre-built apps also include the option of running test syncs. Choose this option if it is available to get an overview of the syncing process.

Method Two : Steps to Integrate Sales force with QuickBooks and why you should integrate?

1. Automatic Sync data

In real time QuickBooks online can be synced with Sales force which will give better insight to the Business development and customer service team.

2. Save time

It is only one time integration of Salesforce with QuickBooks online and once you are set up properly you just have to save data at one of the software and it will be reflected on the other software.

3. Increase productivity

This will certainly help in increase in performance for all your department and as all will be synced under one platform.

4. Reports

You can work on all the reports like Opening balances, Credit limits etc.


If you come across any technical issues when following the steps, you can take help from our experts at ?+1-929-203-8002. We at smbaccountants.com can help you will all the Integrations needs we have not only helped customers with Sales force, we can also help your integrate paypal with QuickBooks.


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