Accelerate Financial Growth with QuickBooks and Salesforce Integration
QuickBooks and Salesforce Integration

Why BT Smart Connect?

Managing sales and finances across QuickBooks and Salesforce often leads to manual work and errors, duplicate entries, and is time-consuming. So, BT Smart Connect bridges the gap, automating data sync between your CRM and accounting software. You'll get real-time updates, eliminate manual work, and gain complete financial clarity.

How we stand out in the industry

Two-Way Sync: Unlike other tools, our integration keeps Salesforce and QuickBooks updated in both directions

Real-Time Updates: No delays, no outdated records—your financials are always accurate

Customizable Sync: Tailor data mapping to your unique workflows

Multi-Platform Support: Works with QuickBooks Desktop & Online

How It Works

No more switching between platforms or dealing with mismatched data! Here’s how BT Smart Connect simplifies your workflow:


With BT Smart Connect, you’ll never have to manually enter invoices, reconcile transactions, or update customer records again.

  • Instant data synchronization between QuickBooks and Salesforce
  • Robust invoice and expense management tools.
  • Multi-Currency Support – Manage international transactions effortlessly
  • Dynamic, real-time sales and purchase reporting.
  • Simplified data import/export processes.
  • Comprehensive, user-friendly guides for setup and optimization.

Unlock Seamless Connectivity for Your Organization

BT Smart Connect is the ideal solution for businesses looking to streamline their sales and financial operations.

Finance Teams

Achieve seamless financial data processing within Salesforce, reducing manual entry and ensuring data consistency.

Customer Service

Access financial data within Salesforce, allowing for informed customer interactions and better service.

Businesses

Leverage an affordable and easy-to-implement solution that scales with their needs, unlike more complex and costly alternatives.



Resources


QuickBook SmartConnect for Salesforce Sales Cloud


For Salesforce developers, understanding the importance of integrating tools that streamline business processes and improve productivity is critical. It's known for its user-friendly interface and robust features that cater to various business needs

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One Powerful Connection: Integrate QuickBooks with Salesforce Manufacturing Cloud


In the rapidly evolving manufacturing world, having a streamlined financial and operational workflow is essential for maintaining competitiveness and efficiency.

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