SMALL BUSINESS APP INTEGRATIONS

QuickBooks Integration Guide

QuickBooks is a leading small business accounting platform. It provides a user-friendly format for tracking your revenue and expenses, prepping your business for tax season, and much more.
 

What are the options for integrating QuickBooks with Salesforce?

Integrating Quickbooks with Salesforce gives full visibility into how your business is running and where it can be improved. Accounting software and CRM work together to share data between sales and accounting, including customer information, sales orders, expenses, and invoicing. Connecting with QuickBooks reduces duplicate data entry, increases productivity, and drives more insights for better forecasting.

To connect Quickbooks to Salesforce, use one of the prebuilt apps available on AppExchange (please note that there is currently no solution to integrate Quickbooks and Salesforce Essentials). Here are some to start with:

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