For syncing Salesforce with QuickBooks, users need to configure settings properly in both software. Once the settings are configured, all data from Salesforce will be synced with QuickBooks. Data imported into QuickBooks will automatically be organized chronologically. This means that sales data will be entered directly into the journal.
Salesforce QuickBooks Integration
CRM software can help in managing customers while QuickBooks can help in managing accounts. Both these software are complementary to each other. Integrating them will provide users with more flexibility.
Linking the two software can be difficult. Luckily, there are multiple add-ons available to help users with this task.
To Install this add-on, You can Follow the Steps Provided Below:
- Go to App Exchanges website for Salesforce.
- Download the Addon.
- Install the addon by following the instructions provided by the installer.
- Launch the Addon and Enter Relevant Details.
Once you have completed the authentication, the data from Salesforce will be automatically imported into QuickBooks. All this data is automatically organized and can even be used for creating reports. Sales Reports can be a huge advantage for users. These reports provide insights on how users can improve the sales at their organization and reduce costs.
Salesforce is a Customer Relationship Management (CRM) software. CRM software is usually used for managing details related to customers. You can track the purchase patterns of the user along with their personal information. The software can be accessed from any platform including your smartphone.
Every enterprise strives hard to improve the customer experience they provide. This is exactly what Salesforce helps users in accomplishing. With live tracking of details and easy sales creating, you can stay on top of customer experience.
Here are a Few Features that You will Love about Salesforce:
There is a separate feature known as Email to Salesforce. Through this, users can send automated emails to their leads and customers. All the contacts stored in your database will receive the automated email. Further, you can customize the email and make it more personalized.
Anytime, Anywhere Access
You can enter sales details and send emails anytime, anywhere. The cloud-based service can be accessed through any device including laptops and smartphones. Hence, it facilitates efficiency along with security and scalability.
Security is of prime importance when saving customer details. If the details are leaked, your customers will not want to do business ever again with you. Hence, Salesforce guarantees security with an end to end encryption. You can further bolster the security by using a VPN for accessing Salesforce.
RepairContact is a highly acclaimed QuickBooks technical assistance provider. For the past few years, we have helped users in integrating QuickBooks with other software such as Salesforce, PayPal, Square and so on. Our QuickBooks help team configures the settings for the integration so that everything works smoothly.