Do you use both Salesforce and Quickbooks? Have you considered integrating the two?
Syncing information between business-critical systems, such as your CRM and financial systems, helps to streamline and improve data processes and quality across your business. A native integration between Salesforce and QuickBooks will help to drive tangible business outcomes, to counter today’s economic turbulence and continue to thrive in an adverse business environment.
Accelerate Cash Flow
Give your sales department the ability to create invoices and track invoice statuses allowing you to reduce your sales cycle and speed up time-to-payment. The less time spent on menial data entry tasks and interdepartmental back-and-forth, the quicker you can get proposals and invoices to customers, and the quicker you can close deals and receive payment for goods and services provided. Additionally, salespeople with visibility of invoice statuses can focus more of
their valuable time on selling to customers who pay promptly and reliably.
Control Costs
Allow your sales team to view financial data and create invoices themselves, without using up your financial team’s valuable time, spend less on QuickBooks licenses and reduce the amount of time your business needs to spend on menial data entry tasks. You can then spend that saved cash on more strategic objectives and initiatives!
Enhance Compliance
Expose your financial data to less potential human error through automatic syncing! You can integrate Salesforce and QuickBooks using native, out-of-the-box tools that respect the separation of concerns, as well as use read-only modes to make sure important financial data is safeguarded against deletion due to accident or ignorance!
What are the best ways to integrate Salesforce & QuickBooks?
Extensible Product/Native
Various Salesforce-native solutions exist, but one of our favorites is Breadwinner for QuickBooks. It’s super quick to launch and is fully featured once launched; everything is there to support custom objects in Salesforce and edge use cases. It’s also fully extensible to allow for future integration into larger software stacks and automation processes. From a software evaluation perspective, it is best to evaluate this option before the following two. If a native extensible
solution ticks all your boxes, it’s generally simpler than a custom solution.
iPaaS Project
An iPaaS solution is a good route to take for many-to-many integration patterns. They’re powerful and they excel when it comes to larger software estates requiring many complex interactions. Because of this, however, they’re quite a bit heavier on the ground when it comes to implementation time, and maintenance, deployment and development resource requirements. Their price tags and deployment time will reflect this, so evaluate this option second to
understand if you need an intermediate platform and what your project might look like. Examples of this are Celigo, or MuleSoft.
Custom Code
Like iPaaS, custom code projects have the potential to be very large, expensive and complicated projects, where instead of using existing platforms, APIs and pieces of software, you would custom develop from scratch. This approach is best saved for integrations with custom needs that are unsolvable with existing solutions.