Salesforce QuickBooks Integration - Comprehensive Guide

by Accountant Squad Quickbooks assistance to SMEs and Startups
Salesforce and QuickBooks are two powerful cloud-based software. QuickBooks integration with salesforce reduces your time in manual data migration and makes your accounting easier and faster. Salesforce QuickBooks Integration
With the help of Salesforce QuickBooks integration, your sales and customer team can easily run QuickBooks Financial data.
Salesforce QuickBooks integration
This blog will help you to understand the methods of QuickBooks integration with Salesforce. In addition, we have also discussed some important points that one should consider before combining QuickBooks and Salesforce.
You May Also Read - How to Setup Email in QuickBooks?

Points to remind before QuickBooks integration with Salesforce

Before applying the methods for QuickBooks integration with Salesforce, go through the following points:
  1. Firstly, update your QuickBooks before attempting methods for Salesforce and QB integration.
  2. Decide the type of trigger that you want to move your record.
  3. You have to choose either a system that has a specific period updating or real-time updating.
  4. Lastly, you have to decide the reason for integration and the way of integration.

Methods to integrate QuickBooks with salesforce

There are numerous methods for QuickBooks integration with Salesforce. we have discussed all of them as follow:

Method 1: The App Way

Third-party apps play an important role in QB integration with Salesforce. In addition, the Appexchange of third-party has a huge collection of Apps for integration. Given below are the best apps of Salesforce QuickBooks integration:
  • Salesforce integration
Salesforce integration is the cheapest app that is provided by Intuit. Everyone can afford it easily. You need to pay $28 to $70 per user per month with some extra charges to purchase this app.
  • DB sync QuickBooks integration
This app is widely used by many users for QuickBooks integration with Salesforce. it also contains custom mapping report. You need to pay $795 to $1495 annually for this app.
  • Boomi Atmosphere
This third-party app is a very expensive and powerful app for integration. In addition, a lot of integration task can be handled by Boomi Atmosphere. It will give benefits to the companies that have numerous third-party applications to join with Salesforce. The price for this app is $2000/$4000/$8000/$12000 per month.

Method 2: Custom Integration (Contracted development)

The SDK (Collection of Protocol) has been released by Intuit for integration. This method is best for those who depend on QuickBooks Salesforce Integration.
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Joined APSense since, September 6th, 2018, From Blythe, United States.

Created on Dec 20th 2019 05:34. Viewed 302 times.


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