Integrating QuickBooks and Salesforce: Things To Avoid
Connecting QuickBooks to your Salesforce account can be a simple process if done correctly. However, if you fail to prepare, mistakes can easily be made. This blog will dive into some common integration errors and how to avoid them.
Failing to Cleanse Data
Before integrating QuickBooks and Salesforce, it’s important to ensure that you have cleansed the data that is stored in your systems. You want to avoid transferring outdated and inaccurate information to a new system, which could cause unnecessary work and confusion.
To provide better visibility and clarity of customers and prospects, make sure your sales team goes through Salesforce and cleans up any information regarding their accounts, contacts, opportunities, and pipelines. This will determine data accuracy, integrity, and consistency.
For the finance team using QuickBooks, they will need to make sure that any company, vendor, customer, and financial information is up-to-date to prevent the risk of duplicate data or transactions.
Failing to Prepare Employees
Failing to prepare your employees for integration can lead to major issues down the road, such as usability, confusion, and disruption to staff workflows.
To prevent some of these problems from occurring, ensure that your employees are provided with all the information. Involving them in the planning stages is useful in executing the integration, as it is important to understand how your staff is using the platforms.
Tips for preparing employees:
- Define the goals of the integration
- Organize training for your staff
- Discuss processes and rules
- Determine who needs access to what information
Failing to Understand The Syncing Process
It’s easy to assume that ‘real-time data’ will have your information synced and updated within a matter of seconds. However, not many systems can achieve this. Salesforce may have a data sync process of every three hours, which would mean that changes to records in QuickBooks would not reflect in Salesforce straight away.
Breadwinner’s QuickBooks and Salesforce integration enables data to be synced every 10 minutes. This provides businesses with the confidence that their data is accurate and up-to-date. When choosing an integration solution, it’s crucial to understand how this process will work and how it will impact your workflow.
