QuickBooks Salesforce Integration: Different Ways

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.

QuickBooks Salesforce and Integration

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.

Introduction About Salesforce

Salesforce is very popular CRM (Customer Relationship Management) program among businesses. It will help you out in knowing about your customers. Salesforce is a fantastic marketing automation solution that facilitates the work of marketers. Your company will benefit from being able to easily track consumer activity. Your team can access it from any location because it is in the cloud. Salesforce is used by businesses including American Express, Sony, and Health Leads.

Introduction About QuickBooks

A well-known accounting program is known as Quickbooks. Small businesses use it to keep track of their income and outlays and be ready for tax season. An enterprise that connects Salesforce and Quickbooks can learn how its business is performing and identify areas that require development. Also, it is a great method for an enterprise to unite its accounting and sales staff. The two teams’ collaboration may be improved as a result for the business benefit. We will go over Salesforce and Quickbooks integration in this article.

Why Do You Need Salesforce and QuickBooks Integration?

Teams from accounting, sales, and other teams frequently work together and exchange data, including details about customers, expenses, sales orders, and invoices. Manual data sharing slows down business operations and could result in errors.

Integrating CRM with accounting data enhances business efficiency, makes the best use of available resources, and produces improved forecasting and reporting.

By automating normal, repetitive tasks, QuickBooks integration with Salesforce reduces human errors, eliminates manual tasks, and saves time.

You may able to exchange financial data with your sales staff thanks to Salesforce and QuickBooks integration.

The Desktop and Online versions of QuickBooks are available as solutions. Salesforce and QuickBooks Desktop can be integrated using programs like DBSync and InterWeave.

In this article, we will focus more on the online version and outline three ways to integrate Salesforce with QuickBooks Online.

Salesforce Integration with QuickBooks 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 ManagementMarketing Campaigns
Product TrackingContract Management
Lead Scoring
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:Advantages
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 automates sales orders, payments, invoices, inventory management, and more.
It synchronizes custom fields and objects in Salesforce with QuickBooks Desktop.It offers better performance on various accounting metrics due to quick and straightforward information sharing within sales and accounting.
You can migrate legacy QuickBooks data into Salesforce and vice-versa.No more double data entry and errors.
Cross-platform: Can be kept running on Windows, Linux, Docker, and Amazon Web Services.

Manual Integration Method Using Salesforce Connector by QuickBooks

QuickBooks provides Salesforce connectivity via a manual process. Data can be exchanged between Salesforce and QuickBooks Online Advanced using the Salesforce Connector by QuickBooks tool. It imports Salesforce opportunities as invoices into QuickBooks Online Advanced. It only performs import in one way and costs extra money.

In order to manually integrate QuickBooks and Salesforce, you should:

  • Visit the QuickBooks Apps center to get the Salesforce Connector by QuickBooks app.
  • To authorize QuickBooks to access your Salesforce account, you have to agree to the Terms of Service and Privacy Statement, and then log into your QuickBooks Online Advanced account.
Salesforce Connector
  • You have to set the filters by type and stage if necessary to choose which Salesforce Opportunity records should be created.
  • Select the Salesforce opportunities item that has to be generated in QuickBooks.
  • The source and target fields are mapped. You can create custom fields in QuickBooks and map them to Salesforce fields if some Salesforce fields do not match QuickBooks fields.
An easy and quick approach to quickly create documents that are ready for approval.The software is only available through Salesforce Professional and higher membership options, as well as QuickBooks Online Advanced.
To set up the integration, no specialized knowledge is required.There are no flexible integration options. Only Salesforce Opportunity records are compatible with synchronizing. Therefore, if you need to combine other items, it is not helpful.
There is no need for any third-party apps because the integration app is approved by QuickBooks.Launching integration manually is the only option. It does not provide automatic execution or real-time integration.

How To Integrate Salesforce With QuickBooks Rest API

This technique of integration offers Salesforce and QuickBooks integration with a variety of flexible opportunities.
Any software that supports REST API can be integrated with QuickBooks and Salesforce in real-time in both directions using the QuickBooks Online Accounting API.

Technical expertise relevant to this method and extensive REST API understanding are required.

To access QuickBooks online, you must use the REST AP

Follow these steps to configure integration with QuickBooks using REST API:

  • Open a QuickBooks developer account. In this case, a sandbox company will be automatically created.
  • Develop an app and specify its scopes. You can control who has access to your accounting data by using scopes.
QuickBooks Developer Account
  • The client ID and Client Secret are given to the app when it is created as unique credentials.
  • To communicate with QuickBooks Online and exchange data, the app has to receive an access token. In the event that users agree, the QuickBooks OAuth 2.0 Server will return an authorization code to your app. Access tokens are exchanged for this code. These tokens are connected to the users’ current QuickBooks Online authorized company.
  • You must first create the common basic predefined entities in QuickBooks, such as accounts, tax codes, and customers, before executing any transaction via API.

You may now use the API Reference to perform API calls to QuickBooks and carry out integration tasks. You can consult QuickBooks’ list of frequently used use cases.

REST API is one of the several web interface choices that Salesforce provides to access its data. You require a Salesforce org with API access and the API Enabled user permission inside of that org in order to access your Salesforce data via the REST API.

The Following Steps must be Taken in Order to Connect to Salesforce Data via API:

  • Firstly, you have to sign up with the Developer edition. The Salesforce org is made available to you in the developer version for testing and development. You can leverage your existing sandbox or development org to integrate Salesforce REST API.
  • By following the directions in User Permissions in the Salesforce Help, you can verify that API Enabled is listed as permission for your user profile. This permission is pre-assigned for Developer Edition.
  • Then you have to a Connected App. Sign in to Salesforce, select Setup -> App Manager -> New linked App, and then follow the on-screen steps to enter the necessary app details. After that, you must activate OAuth Settings for API Integration.
  • Get a consumer secret as well as a consumer key.

Enter “App Manager” in the Quick Find box and choose App Manager from the Salesforce Setup menu. Select “View” from the dropdown menu for the associated app you built. For use later in this quick start, copy the Consumer Key and Consumer Secret values and save them.

  • You have to set up authorisation. Follow the advice and submit a request to the Salesforce OAuth endpoint.

You may now use the API Reference to make integration requests to Salesforce. You can look at some frequently used samples that Salesforce has recorded.

Webhooks and Triggers

For the integration of QuickBooks with Salesforce, you can use a different kind of API. Using Webhooks, this method enables real-time, one-direction integration.

A feature called a Webhooks operates in the following manner: it notifies the user when a piece of data has changed. You must set up a URL on the receiving end to receive the data and configure the entity and the event to alert you about in order to deploy a Webhooks.

You must set up an endpoint that QuickBooks servers may contact whenever the notifications are triggered in order to use Webhooks in QuickBooks. Webhooks configuration differs between sandbox and production systems.

Webhooks and Triggers

The QuickBooks documentation has information on using Webhooks in QuickBooks.

Salesforce helps with the tracking and notification of changes for the entities. Apex Triggers is a native Salesforce tool. You can perform custom actions before or following changes to Salesforce records, such as insertions, updates, or deletions, thanks to Apex triggers.

It is adaptable; you may use it to access any object and carry out any data-related activity.To use this strategy, you must have a developer account in Salesforce and QuickBooks.
You are in complete control of your integration, including choosing the web service to use and how to set it up.It needs programming skills.
You can create your app and satisfy all of your criteria.It is difficult and takes a lot of time and resources for development and testing.
Webhooks are used to allow real-time integration.

Limitations of Salesforce to QuickBooks Integration using Manual Method

You can use the Salesforce Connector by QuickBooks to integrate Salesforce to QuickBooks Online Advanced, but doing so presents a number of difficulties. They consist of the following:

  • Only QuickBooks Online Advanced offers support for the Salesforce Connector. Additionally, the connector can only be used by Salesforce Professional and Enterprise plan customers.
  • It takes some time and effort to integrate Salesforce with QuickBooks Online Advanced using the Salesforce Connector provided by QuickBooks. To complete the integration, a person with technical know-how might be needed.
  • Real-time data transfer between Salesforce and QuickBooks Online Advanced is not supported by the Salesforce Connector by QuickBooks.
Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

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
+1-800-596-0806 or chat with experts.

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.

close btn

Get Your Case Study

Call Now+1-800-596-0806