quickbooks integration with salesforce - tips from certified consultants
DESCRIPTION
QuickBooks and Salesforce are two of the most used cloud based software. They are used by small to large scale companies alike and the integration between the two can save hours in manual data migration. As you go about combining the plus points of two powerful systems, it can help you do your accounting in QuickBooks while your sales and customer team can access the QuickBooks financial data through Salesforce. Though every companies needs are different, the most important task that they engineer by integrating Salesforce with QuickBooks is the process of automatically creating Invoices in QuickBooks from opportunities that are converted through Salesforce and at the same time allowing Salesforce to access QuickBooks data for better management and analysis. This saves time significantly by reducing data entry, speed up cash flows, and allow management and sales team better data visibility and analytics. If you are considering integrating your Salesforce product with QuickBooks, there are many things that you need to be mindful of. IN short you need to have answers to following questions before you begin - Versions of QuickBooks and Salesforce that you are integrating. Its more so with QuickBooks because the product has both desktop and cloud versions. - What is the final goal of integrating? Do you want a one way integration or a two way, i.e. do you want a system that only retrieves information from one product to another or a system that can allow users to change the value in both systems. - Should the system update records in real time or do you need a system that has to update on a specific schedule like on a daily, weekly, or monthly basis. - What type of trigger you want to move a record from one system to another or update a record? - What type of approvals a user would need to update a transaction into your QuickBooks accounting system? - What is the edition of Salesforce that you are using? Salesforce.com Enterprise Edition and Unlimited Edition provide integration API’s and Professional edition will only work if the product has been certified to work with QuickBooks. Group editions generally does not work with out-of-the-box integration techniques so you may have to upgrade the edition. - Most importantly, what is the return on investment on the integration? You may have to estimate the time your integration will save and multiply it by the hourly wage of the employee whose time the integration is saving. Then subtract the integration cost and licenses cost. If the final numbers are negative then the only reason would be to improve customer satisfaction but then that you may have to consider accordingly. Also consider payback period if the final number are positive. - Does the Salesforce configuration and QuickBooks business process workflow match and can be integrated? To check this you should make sure that custom fields are there in both Salesforce and QuickBooks products. More information at http://goo.gl/Z8UdRATRANSCRIPT
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http://www.algoworks.com/blog/how-to-integrate-quickbooks-with-salesforce/
How to Integrate QuickBooks with Salesforce?
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CONTENT
1) Introduction
2) Ways to integrate1) App Way
2) Custom Integrate
3) Things to Consider Before integrating Salesforce with Quickbooks
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INTRODUCTION
• QuickBooks and Salesforce – Two most popularly used cloud based softwares
• Integration is a demand -> Cause it can save hours and days which are usually wasted in manual data migration
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WAYS TO INTEGRATE - APP WAY
Intuit – Salesforce Integration for QuickBooks
• It was one of the earliest such App and is made by Intuit Inc. itself, the firm behind QuickBooks. It had lots of bugs in its early stage but it is catching up to its competitors. The only plus point of this App is that it’s very cheap.
Pricing:- $28 / $70 per user per month, plus some addition charges.
Most suitable for :-Small scale organizations
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wTghEAE
Toll-Free: [email protected]
WAYS TO INTEGRATE - APP WAY
Avankia – DBSync QuickBooks Integration for
Salesforce
• One of the most favored and most used solution for QuickBooks and Salesforce integration. Have support for custom mapping.
Pricing:- Free / $795 / $1495 annually.
Most suitable for :-Small to medium scale organizations
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016bTHEAY
Toll-Free: [email protected]
WAYS TO INTEGRATE - APP WAY
Boomi Atmosphere• It is a powerful multipurpose tool and can be
used to accomplish a lot of integration task, not just QuickBooks and Salesforce integration. Expensive but complete integration solution. Good for those firms that have lots of third party applications to connect with Salesforce. In short it is the mother and daddy of all integration cloud solutions.
Pricing:- $2000 / $4000 / $8000/ $12000 per month
Most suitable for :-Medium to large scale organizations.
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wTghEAE
Toll-Free: [email protected]
WAYS TO INTEGRATE – CUSTOM INTEGRATION
Intuit, the company behind QuickBooks, has released its own SDK, a collection of protocols
for integration. • This can be used to create a custom solution to
integrate your products. However custom development and would obviously cost more as you would have to hire dedicated Salesforce developers.
• Good for:
Who are heavily dependent on Salesforce and QuickBooks and have many fields to syn.
https://developer.intuit.com/docs/0025_quickbooksapi/0055_devkits
‘Things to consider before integrating Salesforce with QuickBooks’
Toll-Free: [email protected]
INTEGRATING SALESFORCE WITH QUICKBOOKS
• Versions of QuickBooks and Salesforce that you are integrating. Its more so with QuickBooks because the product has both desktop and cloud versions.
Toll-Free: [email protected]
INTEGRATING SALESFORCE WITH QUICKBOOKS
• What is the final goal of integrating? Do you want a one way integration or a two way, i.e. do you want a system that only retrieves information from one product to another or a system that can allow users to change the value in both systems.
Toll-Free: [email protected]
INTEGRATING SALESFORCE WITH QUICKBOOKS
• Should the system update records in real time or do you need a system that has to update on a specific schedule like on a daily, weekly, or monthly basis.
Toll-Free: [email protected]
INTEGRATING SALESFORCE WITH QUICKBOOKS
• What type of trigger you want to move a record from one system to another or update a record?
Toll-Free: [email protected]
INTEGRATING SALESFORCE WITH QUICKBOOKS
• What type of approvals a user would need to update a transaction into your QuickBooks accounting system?
Toll-Free: [email protected]
INTEGRATING SALESFORCE WITH QUICKBOOKS
• What is the edition of Salesforce that you are using? Salesforce.com Enterprise Edition and Unlimited Edition provide integration API’s and Professional edition will only work if the product has been certified to work with QuickBooks. Group editions generally do not work with out-of-the-box integration techniques so you may have to upgrade the edition.
Toll-Free: [email protected]
INTEGRATING SALESFORCE WITH QUICKBOOKS
• Most importantly, what is the on integration?
If the final numbers are negative then the only reason would be to improve customer satisfaction but then that you may have to consider accordingly.
Also consider payback period if the final number are positive.
You may have to estimate the time your integration will save and multiply it by the hourly wage of the employee whose time the integration is saving. Then subtract the integration cost and licenses cost.
Toll-Free: [email protected]
INTEGRATING SALESFORCE WITH QUICKBOOKS
• Does the Salesforce configuration and QuickBooks business process workflow match and can be integrated? To check this you should make sure that custom fields are there in both Salesforce and QuickBooks products.
• Many times if the developers of both products are different, there are some clashes related to incompatible value fields and missing value fields.
Toll-Free: [email protected]
SO WHAT NEXT?
• Go ahead and integrate Salesforce with Quickbooks now!
• You are good to go!
• Note- Assistance of professional services is advised.
Toll-Free: [email protected]
Thank you!
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