Salesforce for Quickbooks Features

Salesforce for Quickbooks

Close more sales. Salesforce for QuickBooks plugs the #1 CRM into the #1 small business accounting software.

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Salesforce for Quickbooks Feature Summary

  • QuickBooks customers sync to Salesforce accounts
  • View QuickBooks customer details in Salesforce – open balanc
  • Create transactions in QuickBooks from Salesforce – estimate
  • QuickBooks items sync to Salesforce Products
  • Manage accounts & contacts
  • Lead scoring, routing & assignment
  • Opportunity, task & activity tracking
  • Customizable dashboards

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