There are many things you can do to streamline your accounting process. One of the biggest areas where you can streamline your accounting process is to enable your sales team to see accounting data such as invoices and payments.
In today’s episode, Bernard Roesch will explain how to show QuickBooks data directly in Salesforce to your sales team.
For more information, visit www.MissionBusinessPodcast.com.
If you have any questions about this podcast episode, please feel free to contact us.
QuickBooks Data in Salesforce
QuickBooks and Salesforce can be configured to show multiple different parts of your QuickBooks data directly within QuickBooks. You can configure Salesforce to kick off the creation of invoices directly from Salesforce opportunities. You can also show invoice status and payments directly within Salesforce so your sales team can see where the prospect stands with payment. Finally, you can sync contact information between both systems so that a change in one system is reflected in the other. By integrating the flow of data between QuickBooks and Salesforce, not only will you streamline your accounting process, but you can also keep the data more accurate.
How to Configure QuickBooks and Salesforce
The specific process to integrate QuickBooks and Salesforce depends on your need. For example, you may just need basic information integrated between the two systems, or you may need a deep integration of QuickBooks into your sales workflow within Salesforce. Different third-party apps enable you to integrate QuickBooks differently into the Salesforce process. The best option when integrating QuickBooks with Salesforce is to work with a qualified consultant that has integrated the two systems before so that you can ensure the end result fits your accounting workflow.
Need Help with QuickBooks and Salesforce Integration?
If you need help configuring QuickBooks and Salesforce to integrate well together, contact Bernard today. Need help finding the right QuickBooks program to use for your business? MISSION Accounting can help.
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