Minimize the labor associated with manually copying customer information from one system to the other and reduce the number of internal emails by connecting Salesforce and QuickBooks.

There are a number of ways to connect Salesforce and QuickBooks. We recommend visiting the AppExchange to find a solution that seamlessly connects QuickBooks and Salesforce. There are many great options, so we recommend taking the time to find the best solution for your needs.

Keep your payment information alongside your other CRM data, completing that 360-degree view of the customer.

  • See whether a QBO invoice is overdue or paid, right in Salesforce
  • Understand the Total Billed to a customer Account
  • Get paid and unpaid invoices synced to your Salesforce Accounts

In addition, using a QuickBooks connector from the AppExchange, Chargent in Salesforce, and Quickbooks Online (QBO) opens up several other capabilities for your sales or customer service teams.

  • Send payments from Chargent to QBO
  • Create new invoices in QBO in just a few clicks from Salesforce
  • Download a PDF version of any invoice from QBO in Salesforce

Contact us to learn more about how Chargent can be incorporated into QuickBooks.