QuickBooks Integration with Salesforce
Every business needs to nurture leads and sales. Sales force and QuickBooks both are leading software being used by Small and medium scale Businesses, QuickBooks for tracking accounting and sales force for managing sales, customer service and prospects.
Integrating both sales and accounting is utmost important for any Business and will help businesses plan for acquiring new business and retaining old customer by providing world class customer service.
Steps to Integrate Sales force with QuickBooks and why you should integrate?
- Automatic Sync data: In real time QuickBooks online can be synced with Sales force which will give better insight to the Business development and customer service team.
- Save time: It is only one time integration of Salesforce with QuickBooks online and once you are set up properly you just have to save data at one of the software and it will be reflected on the other software.
- Increase productivity: This will certainly help in increase in performance for all your department and as all will be synced under one platform.
- Reports: You can work on all the reports like Opening balances, Credit limits etc.
We at QuickBooksprofessionals.com can help you will all the Integrations needs we have not only helped customers with Sales force, we can also help your integrate paypal with QuickBooks.