With the support of our Salesforce QuickBooks integration, it’s never been easier to connect Salesforce and QuickBooks. As a must-have connector for your organization, Breadwinner comes loaded with a range of features to improve cross-departmental coordination and streamline workflows, including the brand-new suggested account match feature.
How can you integrate QuickBooks with Salesforce?
To seamlessly integrate QuickBooks with Salesforce, you should leverage Breadwinner. Our purpose-built solution is designed to remove inefficiencies from the workflows of sales and finance teams with a full range of automation features. Breadwinner’s Salesforce-native integration enables you to mirror financial data in real-time across both applications.
When you edit and update data inside Salesforce, it is automatically reflected in QuickBooks within minutes. This is a game-changer for sales and finance teams trying to develop unified workflows. If your sales and finance teams are growing tired of navigating through a disjointed tech stack to complete basic tasks, Breadwinner can play a critical role in driving efficiency.
As more organizations begin to embrace workflow automation, it’s never been more important for sales and finance teams to explore the benefits of these solutions. If you’re serious about unlocking growth and raising productivity across your workforce, you must have access to intuitive workflow automation tools like Breadwinner that eliminate costly inefficiencies.
What is the new suggested account match feature?
The new suggested account match feature is just one example of how our Salesforce and QuickBooks integration is designed to dramatically speed up workflows. If your finance team has hundreds of QuickBooks customers to match with Salesforce accounts, our suggested account match feature will make this process remarkably easy.
When you import your customer data from QuickBooks into our native Salesforce application, you need to match each QuickBooks customer to a single Salesforce account. Taking multiple data variables into consideration, Breadwinner will attempt to auto-match some QuickBooks customers with Salesforce accounts. All you need to do is accept the suggested matches.
If you have hundreds or even thousands of suggested matches to approve, this task still has the potential to take up significant time. Fortunately, Breadwinner gives you the ability to approve all suggested matches in bulk – preventing you from having to scroll through each and every one. After looking at a handful of matches, you will quickly see whether the data is correctly aligned.
When making a suggested account match, Breadwinner takes a customer’s company name, phone, and address into consideration. If Breadwinner is not able to match a QuickBooks customer to a Salesforce account, you can select a Salesforce account through the lookup box. You can also create a new Salesforce account based on an existing QuickBooks customer.
Breadwinner gives you the ability to approve all suggested matches in bulk – preventing you from having to scroll through each and every one.
How does this feature benefit sales and finance teams?
Our newly-launched suggested account match feature enhances the overall effectiveness of Breadwinner as a workflow automation tool designed to radically boost productivity. We do not want you to spend hours trawling through data and attempting to manually pair your QuickBooks customers with Salesforce accounts. This is why Breadwinner does the heavy lifting for you.
From the very beginning, we want you to experience the tremendous benefits of automation. When you utilize Breadwinner, you won’t need to dedicate much time to importing QuickBooks customers and matching them to Salesforce accounts. With other QuickBooks and Salesforce connectors, there is no guarantee the integration will make suggested account matches for you.
Without the suggested account match feature, team members may become overwhelmed by the task of pairing hundreds (or even thousands) of QuickBooks customers with Salesforce accounts. Breadwinner turns a potentially complex task into something far less challenging – ensuring you can hit the ground running with our intuitive Salesforce QuickBooks connector.
We are firmly committed to continuously improving the functionality of our Salesforce and QuickBooks integration. This is why our developers have been working hard to introduce practical features, such as suggested account match, to simplify the process of integration. There’s never been a better time to explore the potential of our powerful connector.
The suggested account match feature enhances the overall effectiveness of Breadwinner as a workflow automation tool designed to radically boost productivity.
How can you get started with Breadwinner?
If you’re ready to begin syncing your sales and financial data, Breadwinner is the go-to solution for organizations of all sizes. No matter which financial platforms you use, Breadwinner can help to align your Salesforce accounts with all major financial platforms. This is a must-have solution for any business that’s serious about breaking down organizational silos between teams.