Introduction of QuickBooks
QuickBooks is an Intuit product with an all-in-one accounting solution that allows you to manage sales, expenses, payroll, and inventory. QuickBooks are available in Online and Offline mode.
Introduction of Salesforce
Salesforce is the innovative company behind the world’s #1 CRM platform. This platform enables us to manage all interactions with our customers and prospects, so our organization can grow and succeed.
QuickBooks & Salesforce Integration
Integrating QuickBooks with Salesforce CRM will allow companies to share their financial data with your Sales Team. Integration also helps the company to view customer information along with expenses, customer reports, and gain insights so they can better forecast. We at CloudCentric can integrate Salesforce with QuickBooks Online/Offline versions.
Ways to connect Quickbooks & Salesforce
- Using 3rd Party Software/Tool – Third-party apps are used to accustom the existing software we are working into another desired software we want to integrate with. There are many third-party apps through which Quickbooks Salesforce Integration can be done.
- Using AppExchange Products – There are so many free/paid products there on AppExchange, you can try and explore as per your requirement. A few of them are listed here as well.
- Using Custom Development – Custom integration can be done by native QuickBooks API and for that, you need to create a QuickBooks developer account on Intuit Developer. This can be done by two methods which are mentioned below.
- Using Intuit SDK
- Using API Explorer
The QuickBooks Online API provides RESTful API resources. QuickBooks API integration authorizes Salesforce so that it can connect to QuickBooks company data. Salesforce must implement the OAuth authorization workflow to get an OAuth access token. Generated tokens expire after 180 days. Once authorized, your app can access the user’s QuickBooks online company data and we can create a map chart of the account, vendor list, and customer list, etc.
Integration between Salesforce & QuickBooks can be either one way OR two way depending upon the business requirement. Whenever any DML (Create/Edit/Delete) is performed on data in either system, the same can be transferred into another system with the sync/async mode of integration.
After this successful process of integrating QuickBooks and Salesforce companies can utilize this in a more productive way as earlier re-enter or copy-paste information was a time taking task.
Benefits of Salesforce & QuickBooks Integration
The integration provides the company the two-way insight between Salesforce and Quickbooks, thereby the information can flow either way for instance if data is entered at one place it would be automatically updated in another account. This also minimizes the chance of duplication or any errors.
Note – Listed product features & pricing are subject to change/ownership by their parent companies, blog author has given thoughts based on their experience in execution and implementation.