Staring at two computer screens, one displaying Salesforce, the other QuickBooks. You’re trying to solve yet another discrepancy between your sales figures and your accounting data.
This isn’t just a hypothetical scenario for many businesses- it’s a daily reality.
The struggle to keep QuickBooks and Salesforce in sync can feel like a constant drain on time, energy, and resources.
But What if you could finally break free from this data chaos? Where you could have a single unified view of your business. You can now manage the sales and financial data seamlessly together.
With this, we’re thrilled to announce a major update to our QuickBooks Salesforce Connector. It now supports both QuickBooks Online and QuickBooks Desktop!
You can now seamlessly integrate Salesforce with any QuickBooks version you use. This brings order and peace of mind you deserve.
Unify your Business: QuickBooks Desktop Salesforce Connector
Integrating Salesforce and QuickBooks is more than just connecting two systems. It’s about reducing your time, and stress and gaining a true understanding of your business health.
When you sync your data, you gain a 360-degree perspective of your finances leading to significant improvements onboard.
- Unified Customer & Financial Data: No more guessing your data. See the journey of each customer, from initial contact in Salesforce to their payment history in QuickBooks.
- Improved Efficiency & Reduced Errors: Eliminate hours of entering manual data. Automate syncing so you can free up your team to focus on more strategic tasks while reducing the risk of costly errors.
- Forecasting & Reporting: Generate accurate and insightful reports. With the help of synced data in the CRM, you have the information to make informed decisions for the future.
- Enhanced Decision Making: No more gut feeling. Make data-driven decisions based on real-time insights.
Seamless sync with QuickBooks Desktop Salesforce Connector
Here’s how syncing specific data types matters with QuickBooks Desktop Salesforce Connector:
- Customers: Keep customer info the same across both platforms. In this way, you don’t get billed or communicate with the wrong customer and ruin relationships.
- Products: Sync your product catalog so you don’t run out of stock or overstock and waste money.
- Invoices: Create Salesforce Opportunity from QuickBooks invoices and get paid faster.
- Payments: Track payments in both systems so you have a real-time view of cash flow.
- Credit Memos, Estimates, Sales Receipts, Refund Receipts: Make sure all financial transactions are in both systems so you have a complete audit trail and no stress of potential audits.
QuickBooks Online vs. QuickBooks Desktop: The Difference
We know businesses use different tools for different reasons. That’s why our connector now supports both QuickBooks Online and QuickBooks Desktop.
But what’s the difference between the two? Here’s a quick rundown:
QuickBooks Online
Cloud-Based: QuickBooks Online lives in the cloud so you can access it from anywhere with an internet connection.
Great for teams spread out or business owners who need to access their finances on the go.
Imagine it like: Renting an apartment.
QuickBooks Desktop
Software on Your Computer: QuickBooks Desktop is installed on your computer. You don’t need an internet connection to access it (except for payroll).
Imagine it like: Owning a house. Here’s a simple comparison table:
| Feature | QuickBooks Online | QuickBooks Desktop |
| Access | Anywhere with internet access | Installed on your computer |
| Payment | Monthly Subscription | Annual Subscription |
| Mobile App | Included | Limited Functionality |
| Data Storage | Cloud | Local computer |
| Collaboration | Easier with Multiple Users | In-Person on One Device only |
| Interface | Most Current | Older |
Conclusion
QuickBooks Desktop Salesforce Connector integrates two software platforms and your business.
Now, you don’t have to manually piece together every bit of information from one platform to another. The update will support QuickBooks Desktop and Online application integration with Salesforce.
Empower your business with our connector, streamline your finances, gain valuable insights, and fuel growth.
Support
- QuickBooks Desktop or Online user? See how our connector can bring the power of Salesforce to your existing accounting setup. Click on create a ticket.
- Need customized solutions for QuickBooks? Hire a Salesforce Developer!
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