Salesforce QuickBooks Integration within 2 minutes

What is Salesforce?

Salesforce is a cloud-based platform that provides tools and services to create useful client experiences. Which also started as a software-as-a-service (SaaS) model.

As a multi-tenant architecture, it offers benefits including 

• API Integration
• Configuration 
• Scalability
• Free capacity
• Low-cost ownership
• Platform support, and more. 

Salesforce, one of the leading providers of customer relationship management (CRM) services, furthermore provides an artificial intelligence (AI) platform for marketing automation, finance, human resource management, and other applications.

The well-liked CRM solution Salesforce benefits both small and large businesses. It breaks down organisational processes and provides staff with a uniform customer perspective across all departments. These services give a business the ability to employ cutting-edge technology, find new customers, and provide an excellent experience.

What is QuickBooks?

The most widely used small business accounting programme for keeping track of revenue, spending, and the financial health of a company is called QuickBooks. It can be used to create reports, pay bills, prepare taxes, and invoice clients. Numerous options in the QuickBooks product range are excellent for everybody, from a freelancer to midsized enterprises.

Although QuickBooks has many choices, we advise QuickBooks Online for the majority of new businesses. It has a 30-day trial – available without requiring a credit card

How to Integrate Salesforce with QuickBooks

Here are the easy steps to Salesforce QuickBooks integration

• Go to https://integrately.com
• Sign in if you already have an account
• Otherwise, Sign up using your details

• In the search bar, search for Salesforce and QuickBooks

  

• Choose a Workflow to begin with, or create your own

  

• Connect both accounts using your credentials

  

• Once connected, you will be redirected to the Automation editing page
• Integrately will automatically map the fields
• Now, you can modify data or set conditions as required
• And boom! The automation is ready to go!

Top Use Cases

Here are some top use cases of QuickBooks Salesforce Integration

• Create a Salesforce opportunity for a new QuickBooks Online customer

  

  Create Salesforce opportunity for new Quickbooks Online customer

  Activate

• Create a QuickBooks Online customer from a new Salesforce account

  

  Create Quickbooks Online customer from new Salesforce account

  Activate

• Create a QuickBooks Online invoice from a new record in Salesforce

  

  Create Quickbooks Online invoice from new record Salesforce

  Activate

• Update the Salesforce contact from the updated QuickBooks Online customer

  

  Update Salesforce contact from updated Quickbooks Online customer

  Activate

• Create a QuickBooks Online order for a new Salesforce opportunity

  

  Create Quickbooks Online order for new Salesforce opportunity

  Activate

• Create a Salesforce record for a new QuickBooks Online payment

  

  Create Salesforce record for new Quickbooks Online payment

  Activate