Salesboom's native QuickBooks integration eliminates duplicate data entry, syncs customer information in real-time, and gives your entire organization a single source of truth for business intelligence.
Two separate systems that don't communicate create operational inefficiencies that cost time, money, and accuracy.
Most businesses run their sales operations in a CRM while their accounting team works in QuickBooks—two separate systems that don't communicate. This disconnection creates a cascade of operational inefficiencies that cost time, money, and accuracy.
Sales teams enter customer information in the CRM, then accounting manually re-enters the same data into QuickBooks, wasting hours daily.
Manual data transfer introduces typos, missing fields, and inconsistencies that lead to billing mistakes and customer frustration.
Sales doesn't see payment history or account status; accounting doesn't see sales pipeline or customer interactions.
Without real-time integration, financial reporting lags behind actual business activity by days or weeks.
Sales teams lacking visibility into customer purchase history and payment patterns can't effectively upsell or cross-sell.
Disconnected systems create discrepancies between what sales promises and what's actually available in stock.
QuickBooks excels at accounting but provides no insight into the sales pipeline. CRM platforms track customer relationships but lack accounting depth. Your business needs both working together seamlessly.
Creating a unified business management platform with 22+ years of CRM innovation.
Salesboom's native QuickBooks integration bridges the gap between sales and accounting, creating a unified business management platform. With 22+ years of CRM innovation, we've perfected the integration that combines award-winning CRM capabilities with QuickBooks' accounting expertise.
Our integration delivers the complete "Quote to Cash" cycle in one connected ecosystem. From the moment a lead enters your system through final payment reconciliation, every team member works from the same accurate, real-time data. Marketing, sales, and accounting synchronize effortlessly, eliminating departmental barriers and accelerating business velocity.
Data flows seamlessly in both directions between Salesboom CRM and QuickBooks Online with intelligent, conflict-free synchronization. The system automatically detects which record was updated most recently and ensures that version overwrites older data across both platforms.
When a sales representative updates a customer's contact information at 9:00 AM in Salesboom, and the accounting department modifies the billing address in QuickBooks at 9:30 AM, the integration intelligently recognizes the QuickBooks record is newer and synchronizes it back to Salesboom.
The integration maintains complete audit trails of every synchronization event, creating an accessible history log you can review anytime. This transparency ensures accountability and simplifies troubleshooting if questions arise about data changes.
Beyond basic contact syncing—a complete sales-to-accounting workflow solution.
Automatically synchronize complete customer profiles including primary contacts, billing addresses, shipping locations, payment terms, credit limits, and tax status. When sales creates a new account in Salesboom, it appears instantly in QuickBooks ready for invoicing.
When accounting updates payment terms, sales immediately sees the new terms when preparing quotes. The system maintains separate vendor management with purchase order tracking, ensuring procurement teams coordinate seamlessly with accounting for accurate accounts payable management.
Your product catalog stays perfectly synchronized between systems with real-time inventory tracking. Sales representatives always see current stock levels when quoting, preventing the embarrassment of promising products you can't deliver.
The integration automatically creates missing products in QuickBooks when sales adds new SKUs to Salesboom, eliminating the back-and-forth communication typically required to launch new products. Product details including descriptions, pricing tiers, cost basis, and supplier information stay current across platforms.
Transform quotes into sales orders, then into invoices with perfect data continuity. Sales generates a professional quote in Salesboom with product details, quantities, pricing, and terms. Once approved, the quote becomes a sales order that immediately appears in QuickBooks.
Accounting can then convert the sales order into an invoice with all line items, customer details, and special terms already populated—no manual entry required. This seamless workflow eliminates transcription errors and dramatically accelerates billing cycles.
Sales representatives see complete financial context when interacting with customers. Payment history, outstanding invoices, credit status, and account aging information appear directly within Salesboom's interface.
This visibility empowers sales to have informed conversations. If a customer requests expedited delivery, sales immediately knows if outstanding invoices exist. If proposing a large order, sales can verify available credit limits. This financial intelligence prevents embarrassing situations and improves customer relationships.
Straightforward and fast implementation designed to minimize disruption while maximizing value.
To implement the integration, you need:
Our implementation specialist conducts a brief discovery call to understand your business processes, data structure, and integration requirements.
Salesboom's team configures the integration based on your specifications, mapping fields, setting synchronization rules, and establishing secure connections.
We import your existing QuickBooks customers, products, and other relevant data into Salesboom, eliminating the need to rebuild your database.
Thorough testing ensures data flows correctly in both directions, with your team reviewing sample records to validate accuracy.
Your team receives training on using the integrated system, understanding synchronization controls, and interpreting audit logs.
Activate the integration and begin enjoying seamless data synchronization across your organization.
The entire process typically completes within days, with minimal requirements for your time and attention.
Straightforward pricing with no hidden fees or surprises.
Standard implementation included at no additional charge. We believe in transparent pricing with no surprise costs.
Experience the productivity gains and accuracy improvements of native QuickBooks integration. Start your free 30-day trial today—no credit card required, full implementation support included.
Questions? Call us at 1-855-229-2043
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