1800-796-0471 QuickBooks Integration with Salesforce

1. 1-800-796-0471 QuickBooks Integration With Salesforce QuickBooks and Salesforce are two of the most used cloud based software. They are used by small to large scale companies alike and the integration between the two can save hours in manual QuickBooks data migration. As you go about combining the plus points of two powerful systems, it can help you do your accounting in QuickBooks while your sales and customer team can access the QuickBooks financial data through Salesforce. Though every companies needs are different, the most important task that they engineer by integrating Salesforce with QuickBooks is the process of automatically creating Invoices in QuickBooks from opportunities that are converted through Salesforce and at the same time allowing Salesforce to access QuickBooks integration data for better management and analysis. This saves time significantly by reducing data entry, speed up cash flows, and allow management and sales team better data visibility and analytics. If you are considering integrating your Salesforce product with QuickBooks, there are many things that you need to be mindful of. IN short you need to have answers to following questions before you begin Versions of QuickBooks and Salesforce that you are integrating. Its more so with QuickBooks because the product has both desktop and cloud versions. What is the final goal of integrating? Do you want a one way integration or a two way, i.e. do you want a system that only retrieves information from one product to another or a system that can allow users to change the value in both systems. Should the system update records in real time or do you need a system that has to update on a specific schedule like on a daily, weekly, or monthly basis. What type of trigger you want to move a record from one system to another or update a record?

2. What type of approvals a user would need to update a transaction into your QuickBooks accounting system? What is the edition of Salesforce that you are using? QuickBooks Enterprise Edition and Unlimited Edition provide integration API’s and Professional edition will only work if the product has been certified to work with QuickBooks. Group editions generally does not work with out-of-the-box integration techniques so you may have to upgrade the edition. Most importantly, what is the return on investment on the integration? You may have to estimate the time your integration will save and multiply it by the hourly wage of the employee whose time the integration is saving. Then subtract the integration cost and licenses cost. If the final numbers are negative then the only reason would be to improve customer satisfaction but then that you may have to consider accordingly. Also consider payback period if the final number are positive. Does the Salesforce configuration and QuickBooks business process workflow match and can be integrated? To check this you should make sure that custom fields are there in both Salesforce and QuickBooks products. For More information click below source. Source: https://goo.gl/6LNpdU