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September 21, 2010

Tips for Salesforce and QuickBooks Integration

Filed under: Data Integration, Data Synchronization — Katherine Vasilega @ 6:30 pm

If you are using QuickBooks as accounting software and Salesforce.com as your CRM system, you probably wonder how to achieve accurate sales reporting, update of contact information, and accelerate order processing in both. QuickBooks integration with Salesforce can help resolve these issues. It will also enable you to save time on processing accounts, improve data accuracy and customer service, and bring visibility into accounting data.
However, successful data integration can be a complex process that may include the following challenges:

  • Disconnection between QuickBooks and Salesforce systems
  • Time-consuming and error-prone process due to duplicate data entry
  • Maintenance costs associated with processing the same records in two systems

ETL tools can simplify the process of transferring data from Salesforce.com to QuickBooks, and from QuickBooks to Salesforce, eliminating the need to enter data manually. ETL solutions reduce time on data entry and help avoid duplicating data.
An efficient Salesforce – Quickbooks integration solution provides for

  • Data transfer, including customers, accounts, opportunities, custom objects.
  • Data export without modifying the information
  • Secure and rapid connection between Salesforce and QuickBooks
  • One- or two-way synchronization of data between Salesforce.com and QuickBooks.

You’d probably want to deploy a user-friendly solution with intuitive interface that can be utilized by non-technical users, who don’t want to deal with code writing and tables. Salesforce – Quickbooks integration arms your sales managers with key information, including customer sales history and up-to-date product data, for better business management.

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