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Salesforce QuickBooks Integration
Salesforce QuickBooks Integration with Real-Time Bi-Directional Sync
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Business Need
- ProductivityIntegrationAccounting
- Requires
- Platform Cloud
- Compatible With
- Experience CloudFinancial Services CloudHealth Cloud
👉"Hassle-Free QuickBooks Integration That Just Works." Cathy Lee, Director, South Arts 👉"Our go to for Salesforce to QuickBooks!" Jocelyn Fennewald, CEO, Lead Tree
Highlights
Accelerate Cash Flow Allow your sales team to raise QuickBooks Online Connector invoices in Salesforce and track their status i.e. overdue, due, & paid.
Save Staff Time Eliminate the need for double data entry and reduce manual data errors. Provide staff with access to time-sensitive payment information directly from QuickBooks.
Increase Data Visibility Empower your team with broader QuickBooks insight by giving them access to customer’s overall financial health in real-time.
Salesforce QuickBooks Invoicing Create invoices directly from Opportunities, Accounts, or custom objects using a guided workflow.
AI Ready Salesforce AI (Agentforce / Einstein) with real-time financial data Automated billing and revenue workflows Real-time dashboards and forecasting Instant answers to financial questions inside Salesforce
Implementation Install and configure in hours, not months Works with QuickBooks Online Designed for fast onboarding and immediate ROI Multi-currency and multi-entity support Secure access using Salesforce permissions Customisable workflows and objects
Provider Details
Breadwinner Integrations Inc.
New York, USA
Breadwinner is the leading integration between Salesforce and numerous Finance systems, including Xero, QuickBooks, Stripe, and NetSuite. Because the sole focus of Breadwinner is towards a dedicated connection with an online accounting and payment platforms, our integration is deeper and more robust, and thus offers more vital features that help companies scale their business.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Simple, scalable pricing with full data replication. Fast setup, no hidden fees, & real-time QuickBooks data inside Salesforce Visit: https://breadwinner.com/quickbooks-salesforce-integration/pricing/