How to Connect QuickBooks Desktop/Online and Salesforce (integration)

by James Antonio

Salesforce and QuickBooks are two of the most commonly used cloud-based software. It provides a user-friendly format for tracking your expenses and revenues, prepping your business for tax season, and many more.

They are used by small to large businesses alike, and the integration between the two can save your hours.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

Quickbooks and Salesforce are the champions in their respected field. Integrating these two tools can enhance both platforms’ productivity to a whole new level, simplifying lead generation and accounting in Salesforce.

Also, it reduces the load of the finance team and lets the sales team work independently.

As we go about linking these two robust systems’ plus points, it helps your customer and sales team to access the QuickBooks financial data through Salesforce while you do your accounting in QuickBooks.

You can view customer information and track expenses, gain insights, and create custom reports to get a better forecast.

It gives you full precision about how your business is operating and where it can be optimized.

Salesforce and accounting software Quickbooks work together to share sales and accounting information, including sales orders, costs, client data, and invoicing. It diminishes data duplication, enhances productivity, and manages more experiences for better forecasting.

This saves time significantly by speeding up cash flows, reducing data entry, and allowing management and sales teams better data visibility and analytics.

How Salesforce works with QuickBooks

Make your Salesforce opportunities into QuickBooks Online Advanced and convert them to invoices. Once you attach your account, QuickBooks automatically downloads your closed Salesforce opportunities and generates draft invoices from the data on the opportunities. QuickBooks won’t add these draft invoices to your books till you review and approve them. This speeds up your sales cycle and holds all your financial data in one place.

However, This feature is available only for Enterprise plans and Salesforce Professionals.

Salesforce and QuickBooks Integration Manner

QuickBooks Salesforce Integration is done mostly with third-party Apps, and Salesforce AppExchange includes a vast collection of apps to integrate QuickBooks with Salesforce Online and Desktop.

Salesforce Integration with QuickBooks – Intuit

It is made by Intuit Inc. itself, the firm behind QuickBooks.

It offers two versions – the Group version and the Professional version.

The Group version of Salesforce for QuickBooks is available and offers a 14-day free trial for testing.

The Professional version of Salesforce for QuickBooks is available, which offers a 30-day free trial for testing.

Key Features:

  • Contact Management
  • Lead Scoring
  • Marketing Campaigns
  • Product Tracking
  • Contract Management
  • Easy to use, with its pre-manufactured and automated work processes.
  • Automate sales orders, payments, invoices, inventory management, installments, and more procedures.

Suitable for: Small to medium-sized businesses.

QuickBooks Integration for Salesforce – Desktop

QuickBooks to Salesforce Integration – Desktop is an effortless and quick way to synchronize Salesforce information, for example, Opportunities, Accounts, and Products, using QuickBooks Desktop.

It is a one-time purchase software that can be installed on your Desktop or a laptop computer. Integrating Salesforce with QuickBooks allows financial data to share with the sales team. By connecting with QuickBooks, you can view customer information, track expenses, customer reports and gain insights so you can easily predict.

This customizable integration streamlines your Procure-to-Pay forms and Order-to-Cash, saving you money and time.

Key Features:

  • It synchronizes Salesforce Contact, Product, Opportunity to QuickBooks Desktop Contact, Service, Inventory, Non-inventory and Invoice, Sales Receipt, Sales Order, Estimate, and vice-versa.
  • It synchronizes custom fields and objects in Salesforce with QuickBooks Desktop.
  • You can migrate legacy QuickBooks data into Salesforce and vice-versa.
  • Cross-platform: Can be kept running on Windows, Linux, Docker, and Amazon Web Services.

Advantages:

  • It automates sales orders, payments, invoices, inventory management, and more.
  • It offers better performance on various accounting metrics due to quick and straightforward information sharing within sales and accounting.
  • No more double data entry and errors.

Salesforce with QuickBooks Online

Integration of QuickBooks Online Accounting and Salesforce can also be achieved, making a coordinated framework that fast tracks your business.

Invoices are paid faster, the Sales team works quicker, the efficiency of finance departments is increased, and the management has necessary data easily obtainable at their fingertips.

Key Features:

  • Improvise cash flow by payment acceleration.
  • Allows efficient reporting in Salesforce on QuickBooks Online information.
  • A lucid dashboard on all transactions with payment status and invoice.
  • Improves time management and precision.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number 1800-689-5491 or chat with experts.

What type of transactions can we generate in QuickBooks Online from Salesforce?

You can generate Invoice, Sales Receipt, Sales Order, and Estimate. By using customization, you can create Purchase Order, Credit Memo, and Timesheet transactions as well.

What types of transactions can we generate in QuickBooks Desktop from Salesforce?

You can generate Invoice, Sales Receipt, Sales Order, and Estimate. By using customization, you can create Purchase Order, Credit Memo, and Timesheet transactions as well.

When are QuickBooks transactions like Invoice, Estimate, Sales Receipt, Sales Order are generated?

A transaction in QuickBooks will be generated once an Opportunity in Salesforce is marked ‘Closed Won.’

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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