Salesforce for Quickbooks Product Integration

Intuit and Salesforce recently launched their much anticipated product integration. For Group and Professional Salesforce users who use Intuit's Quickbooks, it is now possible to sync information between the two platforms. Let me be clear, you wouldn't do your accounting from Salesforce, but rather, your sales and customer teams would have access to your Quickbook's financial data within Salesforce. Basically, what this marriage does for Salesforce users is allows existing customer information and financial data to be stored inside the customer's account within Salesforce.

Here is an example of how useful this could be for sales teams. A sales rep who is looking to up-sell an existing customer on a new product line could look inside the customer's Salesforce account and see that the customer has had $2,500 in existing orders and an unpaid balance of $1,050. This information could change the conversation for that sales rep and help in collecting monies owed to the company.

Another feature I really like is a sales rep can now generate a Quickbook invoice directly from Salesforce. The sales rep enters in all the sales related information into Salesforce as usual, but doesn't have to walk down the hall and hit up the accounting department to generate an invoice. He or she can do that with the click of a button. It saves time and reduces redundancies -- which always saves money.

For businesses who track inventory within Quickbooks, a Salesforce integration would allow that real-time inventory information to be synced directly into Salesforce. No more print-outs or weekly/daily emails.

For existing Quickbook users who are brand new to Salesforce, creating the database is simple. With basically one click, you can upload all the existing Quickbook's customer information into Salesforce.

When the integration was first announced, I had hoped Quickbooks would allow users to operate the Quickbook's database right out of Salesforce -- so only one database would be needed within an organization. Unfortunately, both databases will be run separately, but with selected information synced between the two (anything is better than nothing in my opinion). I understand the pros of keeping a separate accounting database, but hope one day there will be a way for the two to become fully integrated.

Group Edition: $18/user/month (introductory price)
Professional Edition: $60/user/month (introductory price)

Integration Only (existing Salesforce users who want to integrate Quickbooks into Salesforce):
Group Edition: $20/company per month
Professional Edition: $40/company per month