How to Integrate QuickBooks and Salesforce?

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.

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.

Frequently Asked Questions

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

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

img

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

img

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

img

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

img

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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

Most Recent Updates

Top