Quickbooks Integration with Salesforce - Tips from Certified Consultants
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The document discusses integrating QuickBooks with Salesforce. There are two main ways to integrate them - using an app like Intuit or Avankia, or custom integration using Intuit's SDK. When integrating, considerations include which versions are being integrated, goals of the integration, update frequency, triggers, user permissions, Salesforce edition, and whether the workflows match between the two systems.
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Quickbooks Integration with Salesforce - Tips from Certified Consultants
- 1. an Algoworks® initiative How to Integrate QuickBooks with Salesforce? [email protected] Toll-Free: +1-877-284-1028
- 2. CONTENT 1) Introduction 2) Ways to integrate 1) App Way 2) Custom Integrate 3) Things to Consider Before integrating Salesforce with Quickbooks [email protected] Toll-Free: +1-877-284-1028
- 3. 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 [email protected] Toll-Free: +1-877-284-1028
- 4. 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. [email protected] Toll-Free: +1-877-284-1028 Pricing:- $28 / $70 per user per month, plus some addition charges. Most suitable for :- Small scale organizations https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wTghEAE
- 5. 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. [email protected] Toll-Free: +1-877-284-1028 Pricing:- Free / $795 / $1495 annually. Most suitable for :- Small to medium scale organizations https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016bTHEAY
- 6. 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. [email protected] Toll-Free: +1-877-284-1028 Pricing:- $2000 / $4000 / $8000/ $12000 per month Most suitable for :- Medium to large scale organizations. https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wTghEAE
- 7. 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. [email protected] Toll-Free: +1-877-284-1028 • 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
- 8. ‘Things to consider before integrating Salesforce with QuickBooks’
- 9. 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. [email protected] Toll-Free: +1-877-284-1028
- 10. 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. [email protected] Toll-Free: +1-877-284-1028
- 11. 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. [email protected] Toll-Free: +1-877-284-1028
- 12. INTEGRATING SALESFORCE WITH QUICKBOOKS • What type of trigger you want to move a record from one system to another or update a record? [email protected] Toll-Free: +1-877-284-1028
- 13. INTEGRATING SALESFORCE WITH QUICKBOOKS • What type of approvals a user would need to update a transaction into your QuickBooks accounting system? [email protected] Toll-Free: +1-877-284-1028
- 14. 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. [email protected] Toll-Free: +1-877-284-1028
- 15. INTEGRATING SALESFORCE WITH QUICKBOOKS • Most importantly, what is the on 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. [email protected] Toll-Free: +1-877-284-1028
- 16. 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. [email protected] Toll-Free: +1-877-284-1028
- 17. SO WHAT NEXT? • Go ahead and integrate Salesforce with Quickbooks now! • You are good to go! • Note- Assistance of professional services is advised. [email protected] Toll-Free: +1-877-284-1028
- 18. Thank you! Learn about how Algoworks can help your business! Call us at +1-877-284-1028 Mail us at [email protected], [email protected] Visit Us At Link Official Blog Link - http://www.algoworks.com/blog/how-to-integrate-quickbooks-with-salesforce/ [email protected] Toll-Free: +1-877-284-1028