Keep your inventory up to date by synchronising your stock levels.
Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.
Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.
You can import and export the following lists to and from MS Excel or CSV file: Customers, Suppliers, Products and services, Chart of accounts. Plus you can export reports to MS Excel.
Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.
Tips to integrate QuickBooks and SalesForce easily
QuickBooks is an accounting software developed and marketed by Intuit for small and medium businesses. QuickBooks is available in a desktop version and a cloud version called QuickBooks Online, accessible from your browser.
SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.