Quickbooks & Salesforce
Two Way Integration
Empower Leader to Make Informed Decisions

CORE FEATURES
Eliminates double data entry
- All data will seamlessly flow between two systems
- No more copy and pasting Customer information
- No more paid invoice emails
- Data synchronization is every 1 min
- No more late nights at the office, entering sales orders into Quickbooks
Make financial data part of your 360 customer view
- Customer information in Salesforce will be enriched with financial information
- Your sales team will receive auto emails from Salesforce when the invoice is paid
- Your sales team would be staying on top of unpaid invoices
- Salesforce reports will show exactly how much the sales pipeline is worth
- Finally, you can link Marketing expenses and your company Sales receipts to see true Marketing ROI
You choose the source of truth
- Both systems are synchronized, allowing easy access to needed finances
- We understand if you want to keep product pricing in Quickbooks. Salesforce will be updated automatically on every change
- We understand if you want to use Quickbooks for only invoicing, while keeping the rest of your information on Salesforce – we will synchronize everything
Make Quickbooks a part of your business process
- Successful business needs a process
- Quickbooks is part of the process empowering business leaders to make educated decisions
- Full and deep integration will allow your business leader to see account’s financial information. Providing them with real time reports to analyze company’s KPIs
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