We all know Salesforce as the best CRM solution to help sales, marketing, and service teams. But that’s not all. Along with these departments, Salesforce also helps a lot in financial and accounting aspects. That’s why Salesforce QuickBooks integration is getting so popular among companies, allowing teams to manage accounting operations from within Salesforce only.
QuickBooks, being an amazing accounting software, is used by many companies to manage their accounting logs. However, for teams working on Salesforce, it can be difficult to simultaneously work on both platforms. That’s where integrating both platforms makes it easier for the team to work on accounting operations from within the Salesforce instance.
So, in this article, we’ll help you understand the value of this integration so you can decide if this integration is what you need for your business.
Common Benefits of Considering Salesforce QuickBooks Integration
Before we dive into the specific features that you can access with this integration, consider going through the main benefits of even considering this integration.
- Increased security: When you’ve integrated your Salesforce solution with QuickBooks, it will help you ensure that the data is safe, so you don’t have to worry about the loss of data. It’s because of the secure architecture of Salesforce that keeping the data is possible.
- Saves time: When you have your financial data stored separately and your contacts stored on another platform, it consumes a lot of time to handle the work. That’s where integrating the platform with Salesforce saves time.
- Monitor all records easily: The integration will allow you to generate invoices easily and monitor them all. This will allow the team to always keep track of the transactions of each customer and ensure everything is in the right place.
- Enhance accuracy: Integrating Salesforce and QuickBooks allows you to join the power of both platforms, thus boosting accuracy and data repetition.
- Boost overall efficiency: With Salesforce integration, companies can leverage the power of automation, AI, security, and customization, which will help the team improve business operations and efficiency.
You can consider hiring a reliable Salesforce integration company and acquire the benefits you seek from integrating the platform with QuickBooks.
Features You Can Access with Salesforce and QuickBooks Integration
Salesforce and QuickBooks are both very popular platforms, thus making this integration quite a complex and efficient one. There are several unique features that you can access after achieving this integration.
1. Sync data on demand
Generally speaking, conducting data synchronization can be a very difficult task and requires adding multiple commands. But with this integration, data can be synchronized on demand, just with a few clicks. This will also help to reduce the time needed to execute the sync and will help in maintaining concise logs accurately and quickly.
2. Assign teams
This integration will help to allocate both local and global teams to synchronize data between QuickBooks and Salesforce. This means you can selectively assign different teams according to the different demands of the business and customers.
3. Access sync history
When you consider Salesforce CRM integration with QuickBooks, it becomes so easy to access synced data history. You can easily sync the accounting logs stored on both platforms, thus ensuring data consistency. This will allow teams to access the transaction history and also resolve any errors or discrepancies available. This will help in achieving seamless account management.
4. Create custom schedules
With the integration of both platforms, you can achieve control over the scheduling process that your accounting team is following. You can easily automate the scheduling process and can even choose the specific frequency at which you want your synchronization to run. Not only this, you can selectively synchronize your data and will also be able to eliminate time lags.
4. Conduct configurations according to the priority
One of the major problems for accountants is the issue of double data entry. In addition to this, if there is the task of cleaning the data too, it will increase the complication for the team in multiple folds. This can be eliminated with Salesforce integration by assigning one of the platforms as a parent station. If there’s any change to the data, the parent data will automatically veto those changes. So, only the data related to the parent will need to be updated.
Hire a Salesforce Integration Company You Can Trust
After evaluating all the aspects mentioned above, it is quite clear that integrating your QuickBooks with Salesforce can simplify the work for the accounting teams. The complicated tasks related to accounting, like managing transaction history and staying notified of pending transactions, can all be easily handled within Salesforce without having to switch between systems.
But the key to this is to have a reliable Salesforce integration company that will enable you to successfully achieve this integration while keeping your data safe and accurate without any discrepancies.
