SBSA Blog

Key Features of SBSA Technology’s Salesforce to QuickBooks Online Integration:

1. Customer Synchronization

   • Automatic Sync: Automatically synchronize customer information between Salesforce and QuickBooks Online. When a new customer is added in Salesforce, the customer data is instantly reflected in QuickBooks Online, and vice versa.
   • Data Consistency: Ensure consistency of customer data across both platforms, including contact details, billing and shipping addresses, and other relevant information.
   • Updates and Edits: Any updates or edits made to customer information in one system are automatically updated in the other, eliminating the need for manual data entry.

2. Product Synchronization

   • Product Catalog Sync: Sync your product catalog between Salesforce and QuickBooks Online, ensuring that your product listings are up-to-date in both systems.
   • Pricing and Inventory: Synchronize pricing and inventory levels, helping you manage your stock more effectively and ensuring that sales teams always have the latest information.
   • Product Details: Include detailed product information such as descriptions, SKUs, and categories, ensuring accurate product data across both platforms.

3. Invoice Synchronization

   • Invoice Creation: Automatically create invoices in QuickBooks Online based on sales data from Salesforce. When a sale is closed in Salesforce, an invoice is generated in QuickBooks Online without any manual intervention.
   • Payment Status Updates: Sync payment status updates between QuickBooks Online and Salesforce, providing your sales and accounting teams with real-time visibility into invoice statuses.
   • Invoice Management: Manage and track invoices more efficiently by having all financial data synchronized, reducing the risk of errors and improving cash flow management.

Additional Benefits

• Time-Saving Automation: Automate repetitive tasks and reduce manual data entry, saving time and minimizing errors.
• Improved Data Accuracy: Maintain accurate and consistent data across Salesforce and QuickBooks Online, enhancing reporting and decision-making.
• Enhanced Productivity: Enable your teams to focus on more strategic tasks by automating data synchronization and reducing administrative overhead.