We’ve talked before about how beneficial it can be to connect QuickBooks with your CRM solution. Being able to move data back and forth between your accounting package and your customer data package just makes sense.
There have been a number of third-party applications that would make this happen in the past. Now, however, Intuit is offering Salesforce for QuickBooks directly to users. QuickBooks and Beyond looked at this new tool last week.
Salesforce for QuickBooks gives your sales team the ability to access all of that important financial data about their customers (such as order history and more) without requiring direct access to QuickBooks. It also lets them view item price lists and enter orders that will go into QuickBooks.
Take a look at this solution and see if it might be right for you.