A big reason so many businesses adopt Salesforce® is for its easy integration with other systems. Quickbooks® is one of the most popular and most used accounting programs used today. Like Salesforce.com, companies of all shapes and sizes use Quickbooks for book keeping so it makes sense that they would be a common integration point. There are many benefits to establishing a Salesforce integration with Quickbooks:
Reducing Data Entry- The most easily identifiable data integration and automation points are when you’re entering the same data more than once. A good example of this would be entering Opportunity metrics into Salesforce and tracking until close. If that Opportunity closes and needs to be billed, oftentimes that results in having to re-enter the information already on the Opportunity or Quote in Salesforce into Quickbooks. This can be especially beneficial in eliminating duplicate records in both systems.
Enhanced Reporting- Having your financials in Salesforce has a great immediate benefit in being able to leverage Salesforce.com Reports and Dashboards. This can be extremely useful for real time financial data translated into graphs and other components. This saves having to rely on Quickbooks reporting or exporting to excel and generating reports from there.
Increased Visibility- A great advantage of Quickbooks integration is being able to see Accounts Receivable information in Salesforce. Whether it’s at company-wide, by customer, or by invoice, this information can be extremely useful for Sales to know before they contact an existing customer, or for Support to help address any issues a customer may be having.
Automating Processes- A Quickbooks integration lays the foundation for a lot of useful functionality using Salesforce flows. It can be supremely useful to setup auto generated email to customers with accounts payable information out of Salesforce. Time based workflows can also be used remind customers or sales reps of overdue payments. Many companies will often use something like Bluepay to setup a credit card payment integration to make it easier for their customers to pay. Another good option is using a tool like Conga Composer to generate slick looking invoices to email to clients. Once your financial information is in Salesforce you’re opening up a lot of opportunities to not just automate but improve your accounting processes.
As far as the actual integration of Salesforce and Quickbooks, you have more than a few options for getting the systems synced up. As part of our Salesforce consulting services we will work with a product called Autofy – that can handle any version of Quickbooks and map to any object in your Salesforce.org. Autofy will allow us to customize whatever you need and test it with you to ensure everything is perfect.
When it comes to your financials it’s better not to take any risks or cut corners on the integration piece so contact us today to start getting your Quickbooks and Salesforce working together!