Salesforce Quickbooks Integration | QB Integration

Quickbooks Online is an accounting software which is developed and maintained by Intuit. The product is mainly confined towards small and medium sized business. It offers accounting applications along with cloud based versions that readily obtains payments, manage and pay bills and payroll functions.

Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. The cloud-based applications for sales, service, marketing, and many more don’t really require IT professionals to set up or manage in Salesforce. Users can simply log in and start connecting to customers in a whole new way.

With Integration of Quickbooks and Salesforce, the appropriate analysis of how a business is functioning and what measures can be taken to improve, can be done. It gives full visibility inside the business analytics. Quickbooks and Salesforce work together to exchange data between Sales and accounting, including customer details, sales order, expenses and invoices. Salesforce Quickbooks Online Integration decreases the odds of duplicacy and increases productivity which leads to higher revenue generation. 

Integration of Salesforce with Quickbooks helps the organizations to share the financial data with the Sales team. There are also some apps available on Appexchange which integrates Salesforce with Quickbooks. It improves the accuracy and efficiency of the sales team and thus saves time. 

          

Astrea has readily customized Quickbooks according to the requirements of the business process of the client. Salesforce provides customized reports and Dashboards for better forecasting and anticipation. After Integrating both the systems, any records created in one system can be automatically synced to the other side according to the requirements.