![]() ![]() ![]() So, how do you know whether an accounting solution like QuickBooks or an invoicing software program like Invoicera can yield better results? This article can help you find a simple answer. Which approach you take to complete these tasks can define the difference between a complex and streamlined financial management system. Whether you are a solopreneur just setting up your business or a well-established enterprise with a vast customer base, collecting payments from your customers and keeping track of your business’s financial data is the key to your success. Make a post and tag me on Twitter using #AutomationChampion.Invoicera Vs QuickBooks – Which Software Is Better for Invoicing? What did you learn from this post, is it relevant to you, and how will you modify the concepts taught in the post for your own business processes? ![]() To learn more about connecting QuickBooks and Salesforce to advance your business, explore Breadwinners QuickBooks AppExchange listing or find them on QuickBooks App Store. If your QuickBooks company is connected to a Salesforce account, you have instant access to invoice status information and historical data. In this step, you can have a final review of an invoice and edit any client details where necessary that way you can avoid the risk of inaccurate billing and shipping information. Invoices can be generated with a single click of a button, without the need to leave the platform. Sales and finance teams can view invoices in Salesforce as well as check invoice status, which enables them to make better decisions based on the data. You also have the option of creating invoices in your QuickBooks account and also sending an invoice email to your QuickBooks account. The Opportunity products become the line items on an invoice. Data can be pulled from default fields, custom fields, price, and tax rates. You can easily configure your QuickBooks invoice from within Salesforce. You can pre-populate invoices with information from sales records and child records, making invoice creation simple and efficient.Ĭonfiguring QuickBooks Invoice within Salesforce Invoices can be generated from anywhere within Salesforce, such as Accounts, Opportunities, Sales Orders, or Custom Objects. Generating and Sending Invoices to Customers They needed an integration solution to be the bridge between systems, allowing for ease of mind in data accuracy and saved time So they opted for Breadwinner. The next challenge was connecting both platforms so that data could flow to and from Salesforce and QuickBooks. PlaySpace already had QuickBooks, however needed a CRM that would help to manage their clients they chose to use Salesforce. They were spending up to 8 hours each week on manual data entry processes t hat were prone to human errors. Business Case:Ĭustomers Playspace Designs wanted to improve business operations so that their business could run more smoothly and establish a fully integrated system where they could manage their contacts, submit quotes, purchase orders, and invoices to customers. Therefore, insights need to be easily accessible and in real-time, for the data to be truly effective. So it is clear that automation is needed to streamline day-to-day processes so that teams can be more efficient and spend less time on mundane tasks and allow the software to do more of the work.įinancial data is crucial as it provides valuable insights into businesses, to help finance and sales make more informed decisions. The connection of Salesforce to QuickBooks allows a company to increase the efficiency and productivity of their staff and overall business.Īccording to PWC’s Benchmarking report 2019/20, 30-40% of staff time can be reduced with finance automation. With the use of dashboards and reports in Salesforce, users can easily gain insight into the status of invoices, quotes, and opportunities without having to rely on the finance or sales team. If contacts, accounts, and opportunities are automatically synced, little to no action is required from the user, saving valuable time. This manual entry takes time away from staff, who could instead be focusing their efforts on other tasks that drive the business forward. Some businesses spend several hours per week inputting data from Salesforce into QuickBooks and vice versa. Integrating your Salesforce and QuickBooks accounts enables sales and finance teams to work more intuitively, providing them with deeper insight into the accounting data as well as their Salesforce opportunities.Īn integration solution can eliminate the need for double data entry. ![]() Integrations allow all the information to be seen on one platform, leading to a more functional system. Companies using Salesforce and QuickBooks for their accounts receivables and payables should consider an integration solution to improve this process. Creating streamlined and automated processes within your business is key to maintaining and improving your operations and staff productivity. ![]()
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