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Quickbook & Salesforce
Two Way Integration

Empower Leader to make Informed Decisions

from $100 per month - No hidden fee - Free support

CORE FEATURES

Eliminated double efforts to enter the data

  • All data will seamlessly flow between two systems.
  • No more copy pasting Customer information.
  • No more emails that invoice was paid.
  • The data synchronization is every 1 min.
  • No more late night work entering Sales Orders into Quickbooks.

Make financial data part of 360 customer view

  • Customer information in Salesforce will be enriched with financial information.
  • Your sales team will receive auto email from Salesforce when the invoice is paid.
  • Your Sales Team would be staying on top on unpaid invoices.
  • Salesforce reports will show exactly how much Sales pipeline 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 and it is no longer matter where you look for the numbers, they are synchronized.
  • We understand if you want to keep product pricing in QB, SF will be updated on every change keeping up with Price Books.
  • We understand if you want to use QB for invoicing only and keep all other information on Salesforce, we will synchronize it.

Make QB a part of your business process

  • Successful business needs a process.
  • QB is part of the process empowering business leader to make educated decisions.
  • Deep and full integration will allow your business leader see Financial information in relation to the Account, run real time reports to analyze company KPIs with related financial data.
PRICING

QuickBook Online

Multiple users
Track income & expenses
Maximize tax deductions
Invoice & accept payments
Run reports

$100/month
Request Demo

QuickBook Desktop

Multiple users
Track income & expenses
Maximize tax deductions
Invoice & accept payments
Run reports

$200/month
Request Demo
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