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globalgrowth
August 17, 2023
Question

Salesforce Connector by Quickbooks and Salesforce's Nonprofit Success Pack

  • August 17, 2023
  • 1 reply
  • 0 views

Greetings. Has anyone successfully used the Salesforce Connector by QuickBooks to connect to QBs Advanced, please?

 

The product is built on Salesforce's Enterprise platform which is a requirement for the integration. We get a message that SF and QBs are connected but then we cannot "Import Settings" making the product useless. We are a small organization with limited IT skills so an out of the box solution is essential.


Thanks!

1 reply

Angelyn_T
Angelyn_T
August 17, 2023

Thank you for visiting the Community page today, globalgrowth. I can share some insights about how Sales Connector by QuickBooks works.

 

Utilizing the Salesforce Connector by QuickBooks gives you complete visibility into how your business is performing. Accounting software and CRM collaborate to share data between sales and accounting, such as customer information, sales orders, expenses, and invoicing. Moreover, it eliminates duplicate data entry, increases productivity, and drives more insights for better forecasting.

 

To learn more about the integration between these applications, I suggest contacting Salesforce Support. They can also discuss the import option further (Import Settings) from there.

 

Furthermore, you can review the resources from this link for more information about Salesforce Connector by QuickBooks: Get paid faster with Salesforce Connector by QuickBooks.

 

If you have follow-up questions, notify me by leaving a comment below. I'm just a few clicks away to help you again. Have a good one!

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