NYC Gazette

Breadwinner Integrations has issued the following press release:

When businesses explore options for Salesforce and QuickBooks integration, they may be focused on considerations like implementation and pricing. However, what they may not know is that the right integration product can provide invaluable information for their finance and sales teams. Let’s take a look at some of the game-changing insights businesses can get from QuickBooks and Salesforce integration.

Discrepancies are a Thing of the Past

When businesses are working between QuickBooks and Salesforce independently, they may not realize that they have discrepancies between the two systems. These often occur unknowingly because staff relies on copying and pasting to enter important information like client contact details and addresses.

Regardless of whether they are working with QuickBooks Online, QuickBooks Desktop, including Enterprise, once they connect their financial software to Salesforce, discrepancies are a thing of the past.

When staff edits QuickBooks contact information, it instantly reflects in QuickBooks. In addition, the Address Sync feature identifies missing addresses and other discrepancies between the two systems, thus allowing staff to fix them with a few clicks of a mouse.

Sales Teams Can Speed Up Invoice Payments

In most businesses, sales teams are the most frequent point of contact with clients. What if sales teams could give clients updates on their invoice status?

QuickBooks and Salesforce integration makes this possible. By providing access to invoices that are due, overdue, and paid, businesses can keep communication open with a wider range of teams to ensure that invoice payments are paid as quickly as possible.

Make Everyone Accountable for Accounting

When accounts receivable/payable teams are the only staff privy to accounting details for clients, it makes them the primary gatekeepers for cash flow. This means that staff outside of this team are in the dark about a client’s financial health.

QuickBooks and Salesforce integration removes this silo by allowing additional teams to view the client’s financial health within Salesforce. By making this information available to a variety of teams, everyone can work together to ensure financial success.

Visit Salesforce AppExchange to learn more about integrating Salesforce with QuickBooks account.