• Tejkaran Singh

Top 6 Benefits of Salesforce QuickBooks Integration



QuickBooks is an essential accounting application that many businesses trust today. It allows accounting professionals to record transactions with ease and accuracy. Whether you're billing a client, recording purchases, or generating reports, this accounting application will make everything simpler for you.


However, switching from manual to automated recording is something that most businesses usually do in the present. You need to step up your game and do more than capitalizing on a single accounting system.


While QuickBooks is already an effective tool to improve your processes, it's only one of the apps that can significantly help your business. There's another leading software that you shouldn't ignore, and it's called Salesforce CRM.


What Is Salesforce CRM?


Salesforce CRM is popular & leading software that benefits the different aspects of a business. It guarantees massive success for your accounting, marketing, and customer service strategies.


Both QuickBooks and Salesforce are great investments for companies that offer managed services and support. Because of an overwhelming number of transactions each day, these companies can handle processes better with automated tools.


Moving forward, let's discuss the benefits of Salesforce Quickbooks Integration.


1. It Is Cost-effective


Every penny is vital to a business. That's why adding another software will require the management to do a lot of thinking. But did you know that Salesforce is a wise investment? You might be paying a portion of your money to get the software today, but you'll see how that would pay off in the long run.


2. It Ensures Secure Financial Data


Losing essential data is a company's worst nightmare. But with Salesforce QuickBooks Integration, you don’t need to worry about your financial statements, customers' information, and other valuable data since they will remain safe and secure while on cloud storage.


3. It Improves Productivity


One of the most significant advantages of Salesforce QuickBooks Integration is improved productivity. If you spend too much time repeatedly entering details into the system, that tedious task could easily be eliminated. Because now, what you put in Salesforce will automatically be reflected in Quickbooks.


4. It Offers Speed and Reliability


Creating and recording invoices are done without any inconvenience with the help of Salesforce. You can even identify the status of the invoices whether it is already due or paid. For that, your accounting team can save valuable time and send reports instantly.


5. It Allows Complete and Accurate Records


One principle that is important both in accounting and auditing is completeness. When all your transactions are recorded and stored, it will be easy to track them in the future. You can generate customer receipts, arrange and monitor these receipts, and track all of your receivables from your clients. That’s what you get when you integrate Quickbooks with Salesforce.


6. It Promises Customization and Personalization


When you start a Quickbooks Salesforce Integration program, you will be able to enjoy access to templates, graphs, tables, and invoices that you can use easily and personalize according to your preferences. You can customize them to work well with your brand and develop them in the way that works best for your business.


Final Thoughts


Accounting, marketing, and customer service play critical roles in every organization. If you don’t give enough attention to them, the company would not be able to know if it's making progress or not. Thus, whether you are a startup or an established company, you must consider Salesforce app development.


Are you ready to make a big step for your business? Partner up with Apphienz, a Salesforce consultant that can provide Salesforce Integration support for startups, nonprofits, and SMBs. Connect with us today to learn more about our Salesforce services.


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