Integrating QuickBooks with Salesforce: Key Mistakes to Avoid
in this article
Sales and accounting departments are entirely two separate entities, yet both are crucial to a company’s success.
Generally, both these sales and accounting departments rely on their own tech stack for their day-to-day operations. This use of disparate tools makes it challenging to derive accurate financial data for analysis.
Integrating one’s accounting tools into CRM turns out to be the only way to unite both these teams together.
Integrating QuickBooks with Salesforce not only bridges the gap between the teams but also comes with a multitude of benefits. However, businesses commit some common but significant mistakes while Integrating QuickBooks with Salesforce.
In this blog, we will shed light on some of the common pitfalls or mistakes that business often makes while connecting QuickBooks with Salesforce.
Popular Methods for Integrating QuickBooks with Salesforce
Before we dive into the mistakes, let’s first walk you through the methods of integrating Quickbooks with Salesforce.
- One of the most common approaches is using third-party integration tools like QB Sync Made Easy, Zapier, and more which facilitate seamless data transfer between the two platforms without requiring extensive coding knowledge. These tools offer pre-built templates and customizable workflows, making it easy to sync customer information, invoices, and sales data.
- Another method involves using native integration apps available on the Salesforce AppExchange, such as QuickBooks Online for Salesforce, which provide robust, out-of-the-box solutions designed to work effortlessly within the Salesforce environment.
- Lastly, custom API integrations for advanced integration needs, providing tailored data synchronization. This approach often involves hiring a developer to write custom code that ensures data accuracy and real-time updates between QuickBooks and Salesforce.
Regardless of the chosen method, QuickBooks Salesforce Integration offers unparalleled benefits while saving time and efficiency.
Key Mistakes To Avoid While integration Quickbooks with Salesforce
Whether you choose to deploy a third-party app like QB Sync Made Easy or a native app for QuickBooks Salesforce Integration, you should watch out for the mistakes that businesses often make before the integration causing inconsistencies in data transfers and automation.
Here are the key mistakes to avoid :
- Not Having a Clear Scope and Objectives
One of the most crucial mistakes is starting the integration without a well-defined scope and clear objectives. It’s essential to outline what you aim to achieve with the integration, which data and processes need to be synced, and the expected outcomes. This prevents scope creep and ensures all stakeholders are on the same page. - Improper Data Mapping
Ensuring accurate data mapping between QuickBooks and Salesforce is vital. Incorrect mapping can lead to data mismatches, inconsistencies, and errors in financial reports and customer records. Each field in QuickBooks should correctly correspond to the relevant field in Salesforce to maintain data integrity. QB Sync Made Easy offers a dynamic mapping functionality that enables users to map the correct fields to each other eliminating the chances of errors due to mismatched fields’ - Ignoring Data Cleaning
Integrating systems must first clean the data to avoid the propagation of obsolete, duplicate, or incorrect data across both platforms. It’s important to cleanse and validate data in both QuickBooks and Salesforce to ensure that only accurate and relevant data is transferred and maintained. Especially when importing historical data, cleaning data is crucial. - Not Managing API Limits and Performance
Both Salesforce and QuickBooks have certain API limits restricting the number of data requests one can make. Not accounting for these limits can result in performance issues and failed data transfers. It is essential to plan your data synchronization schedules carefully and optimize API usage to stay within these limits.Note: QB Sync Made Easy understands the limit restrictions well and offers the flexibility to Choose QuickBooks API Minor Version too.
Wrap Up
Now that you are familiar with the key mistakes to avoid when integrating QuickBooks with Salesforce, addressing these pitfalls can ensure a successful integration.
QB Sync Made Easy ticks all the boxes for a perfect tool for integrating the platform together without any hassle. Visit Salesforce AppExchange to get started with the app today!
