How to integrate Salesforce and QuickBooks: Complete Video Guide
Request the video to learn the top approaches for Salesforce and QuickBooks integration, including manual connector, REST API and Skyvia no-code solution. The video shows a step-by-step how-to guide on building an automated data integration in several minutes using Skyvia.
10 min
Overview
Sales and accounting teams use specific tools and services in their day-to-day work and closely interact to achieve business goals. They constantly exchange data between CRM and accounting systems. This video shows how to build data integration between Salesforce and QuickBooks.
Integrating Salesforce with QuickBooks gives full visibility into your business’ health and gives insights of potential growth areas. Salesforce and QuickBooks work together to share data between sales and accounting teams, including sales orders, expenses, customer information, and invoicing. Salesforce-QuickBooks data integration reduces duplicate data entry, increases productivity, and drives more insights for better forecasting.
LEARN:
- Top-3 ways of integration QuickBooks and Salesforce data.
- Which of the integration methods will suit your needs: manual, REST API or through a no-code data integration platform. Pros and cons of each approach.
- A detailed demonstration of building an automated data integration pipeline without hiring a developer.
Speakers
