Salesforce for Quickbooks

Salesforce for Quickbooks

Small business owners’ concerns run the gamut, from increasing the bottom line to effectively marketing their business and maintaining customer relationships. One tech tool to address some of those concerns is Salesforce for QuickBooks (; $28 (group version) /$70 (professional) per user/ per month), an accounting and CRM software add-on for QuickBooks that centralizes sales and accounting data in one place and promises greater organization and better insights into the sales pipeline.

QuickBooks users simply run a one-time setup and sync, which will immediately populate up-to-the-minute customer information–open balance, invoices, estimates, and sales history–on the Salesforce interface. The Professional edition allows users to take it one step further tracking items and creating transactions in QuickBooks from Salesforce. Rather than involving another party, users can complete an entire transaction on the spot–eliminating the risk of human error.

Outside of the standard financial offerings, sales and marketing professionals have the ability to measure the performance of various online, offline and social media campaigns via dashboard reports.

Current Salesforce and QuickBooks customers can purchase a Web application, Salesforce Integration for QuickBooks. Salesforce for QuickBooks editions are compatible with QuickBooks Pro and Premier 2011 and 2012, and integrate with QuickBooks Online and QuickBooks Enterprise versions 11.0 and 12.0. For those on the go, the application Salesforce for QuickBooks Mobile Lite is available.