Things to Lookout when Integrating QuickBooks with Salesforce

While Salesforce is the leader in CRM solutions, QuickBooks is the most sought after business accounting software for enterprises of all sizes. Integrating QuickBooks with Salesforce eliminates the need to manually transfer data from one system to another. Integration ensures automatic transfer of data, which helps to minimize errors. For instance, any records created within QuickBooks will be synced back to Salesforce.

Following are the factors that you need to consider before integrating Salesforce with QuickBooks:

QuickBooks Version

Although Salesforce integrates with all versions of QuickBooks, you have to decide whether you want to use QuickBooks desktop version or QuickBooks cloud version. It is observed that if both products are cloud-based applications, then implementing the integration process is incredibly simple.

One Way or Two Way Integration

Before you decide Salesforce integration with QuickBooks, decide whether you want one way or two way syncing. One-way integration means moving data from source platform to destination system. On the other hand, two-way integration means flow of data is bidirectional. So whether you update data in QuickBooks or Salesforce, the data is in sync and available across both the systems.

Updating Process

When two systems are integrated, data updated in one system will be mirrored in another system. So are you looking for real time update or do you want data updated in one system to be replicated in other system on a weekly or a monthly basis.

Trigger Event

Before you start QuickBooks integration with Salesforce, decide the trigger event that will initiate the action of moving data from one system to another. Firstly, you will have to set a trigger rule and then define when the trigger will fire. Action such as updating a field, changing status or creating a task are often defined, which will cause the trigger event to fire.

Salesforce Edition

Salesforce Enterprise edition comes with integration APIs to enable system-to-system integration. In case of Professional edition, the integration will work only if Salesforce has been certified to integrate with QuickBooks.