We use cookies to make interactions with our websites and services easy and meaningful, to better understand how they are used and to tailor advertising. You can read more here. By continuing to use this site you are giving us your consent to do this.

Quickbooks & Salesforce
Two Way Integration

Empower Leader to Make Informed Decisions

quickbook and salesforce reports monitoring page

CORE FEATURES

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

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

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

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

Contact Us