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How to Integrate QuickBooks with Salesforce

By Chitiz Agarwal

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How to Integrate QuickBooks with Salesforce

Quickbooks Salesforce integration is the result of the combination of the two cloud-based that is responsible for building innovative software applications.
Quickbooks Salesforce integration is one of the successful ways of helping large and organizations of smaller sizes for fostering integration between them. This is done so that they can save a huge time in the management of the databases and the records with the support of data manual migration.
Quickbooks Salesforce integration is assisting in bestowing many plus points being the versatile platform among others for increasing the number of sales and marketing activities across several networks and channels.

Why Quickbooks Salesforce integration?

Salesforce Quickbooks integration was the capability of realizing the different needs of different types of company and that is the reason why they can inculcate integration procedures for automatically reducing the invoices. It is quite important to know that these Salesforce Quickbooks integration tools are successful in managing the organization and analyzing the risk factors in case they occur.
Salesforce and Quickbooks efficiently manage the time by deduction of the data entry and help in speeding up the cash flows across all the systems.
The predominant advantage of Salesforce and Quickbooks illustrates that one can smoothly manage the organization and the associated activities by collaborating with the team people effectively that leads to better data visibility and improved Analytics.

The Salesforce integration with Quickbooks

The application way

This is one of the techniques for integrating Salesforce with QuickBooks where we take advantage of the third-party applications and other tools including Salesforce app exchange for containing the big collection of applications of integrating the 2 platforms of Salesforce and Quickbooks.
We can take the support of the best applications in the commencement of the project viz. salesforce integration procedure associated with the accounts of QuickBooks that is considered one of the earliest applications.
To begin with, many companies are responsible for building such type of integration and it was Intuit Inc. itself. It is highly appreciable that they have modified the project according to the different stages as soon as there was any occurrence of bugs or errors and with the help of specialized professionals, they were able to catch up to the competitor’s demand.
1.The most important advantage of such type of integration is that it is quite cheaper for all the organizations and hence due to its affordability factor it is quite popular majorly across small organizations.
You should be aware of the type of pricing structure that ranges from 28 Dollars to $70 for one month and one user and there are some additional charges for or an extra number of advances you have to put in.
Due to the cheaper rates, organizations of smaller sizes are taking advantage and it is also most favorable for those organizations that have started their work from scratch.
2.If we talk about the medium-scale and organizations of smaller sizes, the integration technique for quite helpful for the multipurpose project to easily accomplish this integration task with the help of a third-party application for connecting it with the most engaging platform of Salesforce.
Talking about the pricing structure, the integration package is available in three versions out of which one is a free version and the next is about 75 dollars annually or 1495 Dollars per year per user.
People are using another multipurpose tool for the accomplishment of completing integration solutions.
3. This is another package of the Salesforce integration with QuickBooks and is majorly applicable for those firms those who have lots of third party application with them and along with the sales force as well. It is also known as the mother and daddy of all the integration cloud solutions which is available at an expensive rate per month. Due to higher rates, it is majorly applicable for medium and large-scale organizations.
The pricing slab ranges from 2000 Dollars to 12000 dollars.

Custom integration

The company is successful in building the integration between Salesforce and QuickBooks because it has successfully released its SDK. It is similar to the collection of a huge number of protocols responsible for building integration infrastructure.
It is one of the most versatile solutions among others for the creation of the custom solution for integrating the brands and products and this type of customized development is responsible for reducing the cost and hiring dedicated developers in the context of the Salesforce platform.
You can also think about the most useful application of these integrations where the heavily dependent projects can be synchronized with the real-world data using the following link for using the SDK.
https://developer.intuit.com/docs/0100_quickbooks_online/0400_tools/0000_overview

Significant points to be considered for the development of integration between Salesforce and Quickbooks

1. One of the most important things that we need to consider before integrating is that there are several versions of Salesforce and Quickbooks available that you can integrate and produce a feasible solution for the cloud versions and desktop for the versatility of the usage of the products.
2. Secondly, you need to decide the ultimate orientation of integration and that is how you can build the integration technique between one or more applications as the two ways of connecting the systems to retrieve the information.
3. You can also utilize such type of integration for building the infrastructure for the modification of the values existing with integration to the 2 accounts.
4.There was a need of updating the system records every time according to the real-time activity in favor of the system for updating the specific schedules that you are going to make on a monthly or weekly basis.
5.You should be transparent in the management of the kind of Trigger that the Salesforce developer is in the need to fire for proceeding with the movement of the records in case of updating the record, you need to make efforts for the classification of triggers as one of the priorities.
6. You also have to define the types of approvals that a particular client would be needing to make changes associated with updating the transaction inside the accounting system of QuickBooks.
7. There should be successful management of the editions of the salesforce which are going to utilize for the development of the newer versions or edition and you can also take advantage of the unlimited edition for the provision of APIs under integration.
You can manage the different kinds of products under professional edition and declare these products are certified for working with the integration of QuickBooks.
There are certain editions such as group editions that are not responsible for working with external forms of integration. So, there is an urgent need for upgrading the addition sooner or later.
8. There is the most important point connected with the returning an investment on integration platform where we have to prepare the estimation of the time consumption inside the integration activities and after meeting the time you have already saved with the integration tools you need to proceed with the process of multiplication of the same values by the salary of the employees per hour.
After the first calculation unit to make subtraction of the cost of integration with the cost of the license. In case the final answer is negative then you have to find the reason behind such Calculation and the most probable one is the final decision of satisfying the customers and make the changes accordingly further.
You can also consider the payback period; in case you are getting the final answer as positive.
9.You are also required to make the matching between the accounts of both the platforms and suggest procedures inside the business and can they be successfully integrated. You can also work with some of the checks associated with the customized fields that are present in the products of the salesforce in QuickBooks.
There are certain strategies for handling the different types of products on behalf of the developers whenever there is the presence of the concerned value fields.

Steps for working with QuickBooks

  • The very first step is building the Salesforce integration to QuickBooks very have to sign in to the online advanced account of QuickBooks as an administrator. The next step is to search for the connector of the salesforce by the QuickBooks and choose the option named “get the app now.”
  • The next step is to make decisions about how all opportunities will be appearing in the platform of QuickBooks and further you can make an edition of the Salesforce products along with the services to the QuickBooks account.
  • The next step is the addition of the salesforce information on the forms of QuickBooks and grabbing the opportunities into QuickBooks.
    By following these steps, you can easily set up the integration between both cloud-based solutions.

Takeaways

So far, we have discussed the varieties of advantages and methods for Quickbooks integration with Salesforce. Now it is quite obvious that the people would prefer the consultant associated with Salesforce integration and rejuvenate traditional techniques for handling the business to features.

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