Salesforce® Connector for QuickBooks Online Advanced

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Cash flow is crucial, and there is a new App to streamline it: the Salesforce Connector by QuickBooks. It’s the first-ever Intuit®-built connector, joining Salesforce and QuickBooks Online Advanced1 for seamless integration, designed to shorten the quote-to-cash sales cycle.

The Salesforce Connector by QuickBooks integrates data between Salesforce and QuickBooks Online Advanced - so you don’t have to. With this App your Salesforce opportunities will sync into QuickBooks Online Advanced as invoices. This is designed to speed up your sales cycle and keeps all your financial data in one place. This feature is currently available for Salesforce Professionals and Enterprise plans.

Step 1: To get started using the App there are two different routes you can take:

  1.  Log into QuickBooks Online Advanced as an admin, search for Salesforce Connector by QuickBooks, and select Get app now2.
  2. You can also go to the Intuit QuickBooks App Center, search for Salesforce Connector by QuickBooks2 and select Sign in which takes you to the log-in for your QuickBooks Online Advanced account).

Then follow the steps...

Step 2: Decide how opportunities will appear in QuickBooks.

Step 3: Add your Salesforce products and services to QuickBooks.

Step 4: Add Salesforce info to custom fields on QuickBooks sales forms.

Step 5: Get opportunities into QuickBooks. Once you connect your Salesforce account, QuickBooks automatically downloads your previously closed Salesforce opportunities and creates draft invoices from the data related to those opportunities. QuickBooks won't add these draft invoices to your books until you review and approve each one of them. This is because QuickBooks recognizes that you may have previously recorded these ‘manually’ (or by another method) in your books prior to using this App (or you simply won't want them included in your books at all).

With this new tool Salesforce Connector by QuickBooks2 you can really accelerate your cash flow by:

  • Integration of your CRM and accounting, with an automated quote-to-cash process that includes invoices, estimates, and sales receipts.
  • Insuring accuracy of your data with consistent information across sales and accounting.
  • Via time savings from eliminating the need for duplicated data entry by accounting.
  • Automated invoice reminders, with payments reflected in both Salesforce and QuickBooks Online Advanced.
  • Complete visibility, with a 360-degree view of important Salesforce and QuickBooks data in one place in real time.

So, if you are using QBO-Advanced, and you are using Salesforce, then you should probably consider Salesforce Connector by QuickBooks2.

Disclosures:

1) At the time of publication this App is limited to QuickBooks Online Advanced users only.

2) At the time of publication this App may have been subject to a promotional 'give away', or 'deep discount'. Any discount may have been for a specific period of time. Subscribers should pay close attention to the exact terms and conditions at the time they subscribe.

3) Insightful Accountant is not responsible for any change or alteration in any subscriber cost (referenced in disclosure 2 above) which may arise subsequent to the publication date set forth within the article.

4) QBO Monday Minute articles are editorial features, they are not sponsored content. While they may contain content that relates to products or services of individuals or vendors who are also sponsors of promotional content, webinars or other sponsored content appearing on Insightful Accountant's website, the actual QBO Monday Minute feature is intended solely as an informational resource for our readers.

5) Content adapted from Intuit's QuickBooks App Store and 'In The Know' Handout.