Salesforce for QuickBooks offers you the #1 sales app with built in integration to QuickBooks.
Salesforce users experience:
-40% more leads
-30% increase in lead conversion
-33% increase in sales productivity
-30% increase in sales revenue
Salesforce CRM Overview
Group Edition - Includes basic sales and marketing features, ideal for smaller companies.
Profesional Edition - Get access to more advanced features including inventory and item tracking information.
Group Edition - View QuickBooks customer details in Salesforce including open balance, credit limit, estimates, sales orders and invoices
Professional Edition - Create transactions in QuickBooks from Salesforce
QuickBooks financial information in Salesforce
Sales people have access to Open Balance and Credit Limit so they can have a more informed conversation with their customers.
Sync with Other Applications
Easily sync Salesforce for QuickBooks with other applications including Google Calendar and Outlook.
Create transactions in QuickBooks from Salesforce
When an Opportunity is changed to Closed Won in Salesforce, it triggers a transaction to be created in QuickBooks. (Professional Edition only)
Support & FAQ
Please call 800.449.8938 to speak with a Salesforce for QuickBooks agent during normal business hours Monday – Friday 7:30am – 5pm PT.
(888) 591 - 6059
Check out the most frequently asked questions below: Expand all
What does Salesforce do?
Salesforce for QuickBooks provides CRM tools to help sales reps close more deals. Salesforce tracks every stage of a sales cycle with a 360 degree view of customers, leads and opportunities. With Salesforce, you can build stronger customer relationships and fine-tune your marketing to get more leads, manage them more effectively, and turn them into customers.
How does seamless integration between QuickBooks and Salesforce data work?
Salesforce for QuickBooks automatically syncs information between the QuickBooks Company file and Salesforce account. Sales reps only need to enter data in one place and it’s updated in the other, saving time and trouble. In addition, sales reps see up-to-date QuickBooks item pricing and availability (professional edition only), sales histories, open balances and credit limits together with Salesforce sales and customer account details.
What QuickBooks versions does Salesforce for QuickBooks work with?
Integrates with QuickBooks Pro and Premier desktop 2011 and later, QuickBooks Online versions and QuickBooks Enterprise v11.0 and later, each sold separately; not compatible with QuickBooks Simple Start or QuickBooks Mac.