SalesForce Guide
SalesForce
SalesForce + QuickBooks
Synchronise SalesForce with QuickBooks
Manage your SalesForce data by integrating it with QuickBooks to manage your accounting more simply.
Synchronise your Orders
Import or export your orders from one application to another.
Synchronise your Contacts
Synchronise contacts and customers between your applications.
Track your Payments
Keep control of your accounting by exporting your transactions.
Optimise your Marketing
Use your customer data to improve your sales.
Can I import and export data into QuickBooks Online?
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.
What reports types are available in QuickBooks Online?
Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.
What solutions does SalesForce offer?
Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.
Can I import data from Excel into the Salesforce CRM?
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.
Connect SalesForce and QuickBooks
No-code platform, start integrating in a matter of minutes.
Synchronisation
Automatically trigger your syncs on predefined events.
Universal Connector
Connect and synchronise your applications without any technical knowledge.
User Interface
Observe in real time the data transferred from one app to another.
Resilience and Security
Enjoy fully encrypted communications and transfers.
Multi-user Account
Work as a team and regulate the permissions of your team members.
Statistics
Follow the frequency of your synchronisations over time.
Integration Guides
Tips to integrate SalesForce and QuickBooks easily
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.
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.
Questions about the integration?
Request more info on SalesForce + QuickBooks integration
