How to Connect Quickbooks to Salesforce?

Integrating your accounting and customer relationship management systems is crucial in this era of efficiency and growth. 

This is why we’re going to discuss how to integrate QuickBooks and Salesforce, two powerhouse platforms.

In this guide, we’ll explore the integration between Quickbooks and Salesforce, focusing on Quickbooks’ functionality and how it can enhance your Salesforce experience. 

Let’s start!

Benefits of Connecting Quickbooks to Salesforce

1. Unified Financial and Sales Data: By integrating these platforms, finance and sales teams can access a unified view of financial data, customer interactions, invoices, and sales transactions across both systems. This unified approach streamlines workflows, eliminates duplicate data entry, and ensures financial and sales management consistency.
2. Automated Data Synchronization: By automating data synchronization between QuickBooks and Salesforce, businesses can eliminate manual data entry errors and ensure that critical financial information, such as invoices, payments, and sales transactions, remains up-to-date on both platforms.
3. Comprehensive Reporting and Analysis: By combining data from both platforms, businesses can generate comprehensive reports, analyze financial trends, and identify areas for improvement. This data-driven approach enables finance and sales teams to make informed decisions, optimize financial strategies, and drive revenue growth.

Use Cases of Connecting Quickbooks to Salesforce 

Connecting Quickbooks and Salesforce is crucial for businesses looking to streamline financial data management and ensure accurate reporting. There are several solutions available, each catering to different needs and use cases, from no-code automation to native integrations.

Solution	Ideal Application
Coefficient	Finance teams that need to sync financial data from Quickbooks to Salesforce for comprehensive analysis and reporting, allowing users to import Quickbooks data into Google Sheets, combine it with Salesforce data, and push updates back to Salesforce without coding.
Zapier	Businesses that want to automate financial workflows between Quickbooks and Salesforce, such as automatically creating new records in Salesforce when a payment is received in Quickbooks, streamlining the financial data management process.
Quickbooks Native Integration	Companies seeking a direct, native integration between Quickbooks and Salesforce for simple accounting tasks

3 Methods to Connect Quickbooks to Salesforce  

Here’s a more comprehensive breakdown of how each method works so you can make an informed decision:

1. Coefficient 

Coefficient facilitates data transfer, formatting, storage, and analysis using a no-code approach and spreadsheets as the bridge between two platforms. It’s the perfect solution for businesses of all sizes looking to streamline their financial and sales operations. 

With Coefficient, you can effortlessly synchronize financial data between QuickBooks and Salesforce, ensuring data accuracy and consistency and full control over managing, reviewing, editing, and transforming the data between these two software to make the best possible use before importing/ exporting.

Pros:

• No-code setup
• No learning curve compared to complex software
• Real-time data sync
• Full control over data management 
• Automatic data updates
• Team collaboration features
• Free plugin installation and affordable plans

Cons:

• Some features require an additional payment
• It uses a medium and does not directly integrate both platforms 

Here’s how you connect Quickbooks to Salesforce using Coefficient:

1. For the first phase of integration, you need to install Coefficient. 

Open Google Sheets and navigate to the toolbar and Extensions > Add-on > Get Add-ons. 

You will be redirected to Google Workspace Marketplace. Search Coefficient in the search and Install by following the prompts and signing up for the account for free with your Google or work email.

2. To Launch the extension, go back to the Extensions menu on the toolbar and you’ll find Coefficient in Add-ons menu. Coefficient will launch as an extension on the sidebar.

3. Now, start importing data from Pipedrive to Google Sheets. If you’re connecting for the first time, authorize access to Pipedrive. 

Open Coefficient Sidebar and Click on the Menu icon. 

In the menu, Select “Import From…” and Select “Connected Sources.”

Select “Add Connection” at the bottom of the “Connected Sources” list and select QuickBooks.

4. Click on Connect. In the next window, you will be asked to authorize QuickBooks by providing your log in details and allowing data exchange to connect the Coefficient with the platform.

5. Open the Coefficient Sidebar and click the “Import from…” button to start the import. Choose “QuickBooks” from the provided list, and select  “From QuickBooks Report“.

6. Pick the specific QuickBooks report you wish to import from your account (e.g., Profit and Loss).

7. Personalize your import settings by selecting options for “Display Columns By, “”Report Period,” “Accounting Method,” and the necessary fields for this import.

Note: When adjusting your import settings, click “Refresh Preview” to see the updated sample data. The data will be sorted automatically based on the columns shown. For instance, “Customers” will appear alphabetically.

Click on Import in the top right corner, and you will have a spreadsheet synced with your QuickBooks!

You can preview and further change your Quickbooks dataset in Google Sheets or any other spreadsheet platform you use to manage your data. 

Then, you can set up a regular update that fetches data from Quickbooks and sends it to your Google Sheets spreadsheet.

1. To begin the next phase, export data from your Pipedrive Google Sheet to Salesforce. Follow the same steps outlined above to authorize Salesforce with Coefficient.

Start by accessing the Coefficient Menu and selecting Salesforce. Then, navigate to “Export From…” and choose Salesforce from the provided options.

2. Ensure you select the appropriate tab and header row in your spreadsheet. Always begin with Row 2, as Row 1 is reserved for Coefficient headers in imported spreadsheets.

For Destination Settings, specify the Salesforce Object where you want to place the data (e.g., Opportunities, Leads) and select an Action from the dropdown menu.

3. You will proceed to the next step, where you will map fields, configure additional settings, and establish an automated export schedule for this spreadsheet. Click “Export” to proceed.

You can export all data or specify a particular set of cells to Salesforce. Once you’ve saved your field maps, you can configure an auto-update feature to refresh Salesforce data whenever edits are made in the Google Sheet, creating a seamless automated data exchange between Pipedrive and Salesforce.

Ensure a thorough review of all data before proceeding with the export, as this action cannot be undone. Any unnecessary information exported to Salesforce will need to be manually deleted.

4. After reviewing, click “Next” to finalize and initiate the export process, and you’re done!

This way, you’ll have a complete loop of automated Data exchange between Quickbooks and Salesforce.

2. Zapier

Zapier connects QuickBooks to Salesforce and hundreds of other apps, allowing you to automate financial tasks and streamline processes. You can create customized workflows and rules to automate financial data management and notifications in Salesforce.

These ‘zaps’ created using Zapier as a bridge between the two software can be specific and manually set up or adjusted for any action/ trigger. This makes it the best option for teams that want only certain features connected in both platforms and not all the data.

Pros:

• Wide range of integrations
• Customizable workflows and rules
• User-friendly interface
• Specific setup and connections between platforms

Cons: 

• Limited support for complex workflows
• No automation for all data to be consolidated into Salesforce 
• Expensive tool with overhead costs  

Here’s how creating integration zaps with Zapier works:

1. Sign up for a Zapier account and choose QuickBooks as the trigger app and Salesforce as the action app.
2. Configure the trigger event, such as “New Bill in QuickBooks,” and the corresponding action in Salesforce to “Create Record.” 

3. Map the data fields between QuickBooks and Salesforce to ensure accurate data transfer.
4. Test the Zap and activate it to start automating financial tasks and syncing data between the two platforms.

3. Quickbooks Online 

QuickBooks Online offers native integration with Salesforce, providing businesses seamless connectivity between financial and sales processes. 

With QuickBooks Online, businesses can access financial data directly within Salesforce, enabling finance and sales teams to make informed decisions and streamline financial operations.

Pros:

• Native integration with Salesforce
• Direct connectivity between QuickBooks and Salesforce
• Simple setup and functionality
• Free to use

Cons:

• Limited customization options compared to third-party integrations
• No advanced functionality
• It doesn’t support real-time sync between two platforms
• No auto-updates
• Bidirectional data sharing only

Here’s how you can integrate QuickBooks and Salesforce using this plug-in:

1. Navigate to the App Exchange and locate QuickBooks Online integration by DBSync.
2. Log in with your Trailblazer.me account.
3. Click “Get it Now” and launch this plugin in your Salesforce system.
4. Choose the QuickBooks Online version you wish to integrate with Salesforce.
5. Navigate back to Salesforce and select ‘Setup’ in the navigation bar. 

6. Follow the prompts to authorize access and set up workflows. Then click “Save,” and you can run the integration.

Conclusion

Integrating Quickbooks with Salesforce is a game-changer for businesses as it promotes accurate financial insights, happier customers, and automated revenue tracking.

With options like Coefficient, Zapier, and QuickBooks Online, syncing client data between Quickbooks and Salesforce is quick and easy, bringing more possibilities to your business.

Want the most advanced, automated, and affordable way to get started and keep your data in check? 

Install Coefficient for free to export your customer data into spreadsheets and connect them to Salesforce with a few clicks and no extra costs!