The document discusses integrating QuickBooks with Salesforce. There are two main ways to integrate them - using an app like Intuit or Avankia, or custom integration using Intuit's SDK. When integrating, considerations include which versions are being integrated, goals of the integration, update frequency, triggers, user permissions, Salesforce edition, and whether the workflows match between the two systems.

1. an Algoworks®
initiative
How to Integrate
QuickBooks with
Salesforce?
support@algoworks.com Toll-Free: +1-877-284-1028

2. CONTENT
1) Introduction
2) Ways to integrate
1) App Way
2) Custom Integrate
3) Things to Consider Before integrating
Salesforce with Quickbooks
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3. INTRODUCTION
• QuickBooks and Salesforce – Two most popularly used cloud based
softwares
• Integration is a demand -> Cause it can save hours and days which are
usually wasted in manual data migration
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4. WAYS TO INTEGRATE - APP WAY
Intuit – Salesforce Integration for QuickBooks
• It was one of the earliest such App and is made
by Intuit Inc. itself, the firm behind QuickBooks.
It had lots of bugs in its early stage but it is
catching up to its competitors. The only plus
point of this App is that it’s very cheap.
support@algoworks.com Toll-Free: +1-877-284-1028
Pricing:-
$28 / $70 per user per month,
plus some addition charges.
Most suitable for :-
Small scale organizations
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wTghEAE

5. WAYS TO INTEGRATE - APP WAY
Avankia – DBSync QuickBooks Integration for
Salesforce
• One of the most favored and most used solution for
QuickBooks and Salesforce integration. Have support
for custom mapping.
support@algoworks.com Toll-Free: +1-877-284-1028
Pricing:-
Free / $795 / $1495 annually.
Most suitable for :-
Small to medium scale
organizations
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016bTHEAY

6. WAYS TO INTEGRATE - APP WAY
Boomi Atmosphere
• It is a powerful multipurpose tool and can be
used to accomplish a lot of integration task, not
just QuickBooks and Salesforce integration.
Expensive but complete integration solution.
Good for those firms that have lots of third
party applications to connect with Salesforce.
In short it is the mother and daddy of all
integration cloud solutions.
support@algoworks.com Toll-Free: +1-877-284-1028
Pricing:-
$2000 / $4000 / $8000/ $12000
per month
Most suitable for :-
Medium to large scale
organizations.
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wTghEAE

7. WAYS TO INTEGRATE – CUSTOM INTEGRATION
Intuit, the company behind QuickBooks,
has released its own SDK, a collection of protocols
for integration.
• This can be used to create a custom solution to
integrate your products. However custom
development and would obviously cost more as you
would have to hire dedicated Salesforce
developers.
support@algoworks.com Toll-Free: +1-877-284-1028
• Good for:
Who are heavily
dependent on
Salesforce and
QuickBooks and have
many fields to syn.
https://developer.intuit.com/docs/0025_quickbooksapi/0055_devkits

8. ‘Things to consider before integrating
Salesforce with QuickBooks’

9. INTEGRATING SALESFORCE WITH QUICKBOOKS
• Versions of QuickBooks and
Salesforce that you are integrating. Its
more so with QuickBooks because the
product has both desktop and cloud
versions.
support@algoworks.com Toll-Free: +1-877-284-1028

10. INTEGRATING SALESFORCE WITH QUICKBOOKS
• What is the final goal of
integrating? Do you want a
one way integration or a two
way, i.e. do you want a
system that only retrieves
information from one product
to another or a system that
can allow users to change
the value in both systems.
support@algoworks.com Toll-Free: +1-877-284-1028

11. INTEGRATING SALESFORCE WITH QUICKBOOKS
• Should the system update records
in real time or do you need a
system that has to update on a
specific schedule like on a daily,
weekly, or monthly basis.
support@algoworks.com Toll-Free: +1-877-284-1028

12. INTEGRATING SALESFORCE WITH QUICKBOOKS
• What type of trigger you want to
move a record from one system to
another or update a record?
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13. INTEGRATING SALESFORCE WITH QUICKBOOKS
• What type of approvals a user
would need to update a transaction
into your QuickBooks accounting
system?
support@algoworks.com Toll-Free: +1-877-284-1028

14. INTEGRATING SALESFORCE WITH QUICKBOOKS
• What is the edition of Salesforce
that you are using? Salesforce.com
Enterprise Edition and Unlimited
Edition provide integration API’s and
Professional edition will only work if
the product has been certified to
work with QuickBooks. Group
editions generally do not work with
out-of-the-box integration
techniques so you may have to
upgrade the edition.
support@algoworks.com Toll-Free: +1-877-284-1028

15. INTEGRATING SALESFORCE WITH QUICKBOOKS
• Most importantly, what is the on integration?
You may have to estimate the time your integration will save and multiply it by the
hourly wage of the employee whose time the integration is saving.
Then subtract the integration cost and licenses cost.
If the final numbers are negative then the only reason would be to improve
customer satisfaction but then that you may have to consider accordingly.
Also consider payback period if the final number are positive.
support@algoworks.com Toll-Free: +1-877-284-1028

16. INTEGRATING SALESFORCE WITH QUICKBOOKS
• Does the Salesforce configuration and
QuickBooks business process workflow
match and can be integrated? To check this
you should make sure that custom fields are
there in both Salesforce and QuickBooks
products.
• Many times if the developers of both products
are different, there are some clashes related
to incompatible value fields and missing
value fields.
support@algoworks.com Toll-Free: +1-877-284-1028

17. SO WHAT NEXT?
• Go ahead and integrate Salesforce with
Quickbooks now!
• You are good to go!
• Note- Assistance of professional services is
advised.
support@algoworks.com Toll-Free: +1-877-284-1028

18. Thank you!
Learn about how Algoworks can help your business!
Call us at +1-877-284-1028
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support@algoworks.com
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Official Blog Link - http://www.algoworks.com/blog/how-to-integrate-quickbooks-with-salesforce/
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