QuickBooks Connect

Highlights

• ✔️Two-Way Salesforce-QuickBooks Sync Keep Salesforce and QuickBooks Online aligned with two-way sync. This QuickBooks Salesforce integration ensures QuickBooks payments, customers, invoices, and ledgers update automatically for accounting and billing.
• ✔️Manage QuickBooks Online Invoicing Create and manage invoices from your CRM.   • Generate invoices from Salesforce records   • Sync invoice status in an instant   • See payment status in real time   • Prevent delays and manual follow-ups
• ✔️See Customer Accounting Data in Salesforce Display customer balances, invoices, and payments on the respective CRM record. This enables your sales and support staff to take action based on current financial and billing information.
• ✔️No-Code Custom Mapping and Flexible Sync You can choose when to sync your data with QuickBooks and how often to sync it.   • Map standard or custom objects   • Sync custom fields easily   • Use Flow, Apex, or buttons
• ✔️Manage Multiple QuickBooks Online Companies Manage multiple entities from a single Salesforce ecosystem. Centralize your data across brands, bulk upload records, and run unified accounting and reporting without per-entity fees.
• ✔️Accelerate Collections with QuickBooks Payments   • Use Salesforce as an online invoice generator   • Sync payments made via QuickBooks Online   • Offer card and ACH payment options to your customers   • Automatically send reminders to overdue invoices
• ✔️Create Journal Ledger Entries in Salesforce Create and sync journal ledger entries directly from Salesforce with balanced debit and credit tracking. Manage adjustments, corrections, and accounting updates swiftly.
• ✔️Improve Business Forecasting Combining your CRM and QuickBooks data gives you more insight into your business. Real-time dashboards improve your forecasting accuracy, identify trends faster, and reduce the amount of time spent reconciling spreadsheets.
• ✔️Set Up Salesforce QuickBooks Integration Easy to configure and deploy without heavy consulting. This automates QuickBooks invoicing and payments quickly and extends your Salesforce automation across quote-to-cash, billing, and accounting workflows.