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Salesforce Quickbooks Integration

Salesforce Quickbooks Integration

Regular price $4,500.00 USD
Regular price Sale price $4,500.00 USD
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Quickbooks integrations need to take into account your Salesforce customizations and business process. Our integration allows for seamless data transfer between Salesforce and Quickbooks, eliminating the need for manual data entry and reducing the potential for errors. We review what your business needs are so all relevant data is brought over to Salesforce to better report sales, improve sales accuracy, and speed up invoicing.

Do you ever run into:

  • Manually entering financial data between systems
  • Potential for errors and discrepancies in financial data
  • Inefficiency in financial operations

With our integration, you can say goodbye to these pain points and experience a more efficient and accurate financial workflow. Check out our demo video to see the solution in action:

What you get when you work with us:
- A Business Process Review (BPR) where we have our experts look at what your needs are, and how we can improve your process and data quality through automation.
- A data plan that shows how data will be synced from Quickbooks to Salesforce, and what data is the truth source.
- An integration between an object from Quickbooks (Invoice, Expense) to an object in Salesforce (Opportunity, Invoice, Custom Object)
- An improved workflow where your financial data is linked to your sales data. 
- Ownership of the code. No monthly fee to keep the integration running is required.

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