QuickBooks Integration With Salesforce

QuickBooks Integration With Salesforce

QuickBooks Integration With Salesforce

Salesforce and QuickBooks both are one of the most used cloud-based software by small and medium-sized companies or business. QuickBooks Integration With Salesforce can save hours in manual data migration. Your accounting will be easier If you are going to combine this two powerful software.

Your sales and customer team can access QuickBooks Financial data through Salesforce after combining this two system. Contact our professional QuickBooks Online Support team and get more information. 

See also: Microsoft Outlook Email Integration with QuickBooks

QuickBooks Integration With Salesforce

How to integrate QuickBooks with Salesforce

The App way:

Salesforce QuickBooks is mainly integrated with the help of third party apps. Its Appexchange contains a large collection of App for integration But here are some of the best app to integrate Salesforce.

  • Intuit- Salesforce Integration

It is provided by Intuit Inc. The plus point of this is that it is very cheap, everyone can afford easily. There are so many bugs in early stage but now it is now a competitor for other systems.

Linkhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wTghEAE

Price– $28/$70 per user per month and some additional charges.

  • Avankia- DBsync QuickBooks Integration

One the most used solution for QuickBooks and Salesforce Integration. It has also custom mapping support.

Link- https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016bTHEAY

Price– free/$795/$1495 annually.

  • Boomi Atmosphere

It is a most powerful and expensive third party App for integration. This can handle a lot of integration task, not just Salesforce and QuickBooks. Better for those companies that have lots of third party application to connect with Salesforce.

Linkhttp://www.boomi.com/products/editions/pricing

Price– $2000/$4000/$8000/$12000 per month.

  • Pros:
    • Large number of consultant are available.
    • You can control whole integration.
  • Cons:
    • You need highly skilled or expert  consultants to maintain
    • Annual costs is high.

Custom Integration (Contracted development)

Intuit has released its own sdk (collection of a protocol) for Integration. This way is best for those who are heavily dependent on Salesforce and QuickBooks.

Link for sdk– https://developer.intuit.com/docs/0100_quickbooks_online/0400_tools/0000_overview

  • Breadwinner For QuickBooks Online

Breadwinner provides integration between Salesforce and QuickBooks Online but not available for QuickBooks Desktop)

Price: $39 to $300 per month and higher. Price is depend on your Invoice Volume features.

Link: https://breadwinnerhq.com/quickbooks-online-salesforce/

  • Workato

Like Breadwinner, Workato also focus on just QuickBooks. You can syncs up to 100 different SaaS platform into Salesforce with the help of Workato.

Price: $99 for Salesforce Professional, $499 per month for those who have Salesforce Enterprise.

Link: https://www.workato.com/  

Important Steps to consider before Salesforce Integration with QuickBooks

Before you begin there are many things that you need to keep in mind.

  • What is the final motto of integrating? Do you want a one-way or two-way integration? I.e Do you want a system that can allow users to change the value in both system or a system that only recover information from one product to another product.
  • Do you need a system that has to update on a specific period or real-time updating?
  • What type of trigger do you prefer to move your record from one system to another or upgrade a record?
  • At the time of transaction update into your QuickBooks software, what type of approvals a customer or user would need.?

After this, Hope you understand Salesforce Integration With QuickBooks. Have any queries? Dial Our expert team of QuickBooks Support Phone Number +1 855 441 4417. We are 24/7 available for QB user so feel free and call us.

Read article:

How to Set Up Invoices, Sales Receipts & Estimates in QuickBooks Online



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