Quickbooks & Salesforce
Two Way Integration

Empower Leader to Make Informed Decisions

from $100 per month - No hidden fee - Free support
quickbook and salesforce reports monitoring page

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

PRICING

QuickBook Online

  • Multiple users
  • Track income & expenses
  • Maximize tax deductions
  • Invoice & accept payments
  • Run reports
$100/month $90/month
  • Monthly
  • Annualy
See it live

QuickBook Desktop

  • Multiple users
  • Track income & expenses
  • Maximize tax deductions
  • Invoice & accept payments
  • Run reports
$200/month $180/month
  • Monthly
  • Annualy
See it live
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