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Saleforce and QuickBooks

Many clients ask if there is a way to integrate their Salesforce account to their QuickBooks.  The good news is the answer is yet.  Let’s talk a little bit about how this integration works.

Salesforce Integration for QuickBooks syncs information between your existing Salesforce account and your existing QuickBooks company file. You only need to enter data in one place and it’s updated in the other, saving you time and trouble.  For example, your QuickBooks customers contact information as well as balances and credit limit will come over to Salesforce.  Another nice feature is that actions that happen in Salesforce can trigger a transaction to be created in QuickBooks. The best feature? It works with all versions of QuickBooks including Online!

Take a look at the website as well as the  video for some more details.



This entry was posted in Current Tips and Tricks, QuickBooks Online, Third Party Apps / Add-Ons and tagged . Bookmark the permalink.

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