We are avid users of Salesforce, Quickbooks Online, and Breadwinner, and these three tools play a crucial role in our daily workflow.
If you’re a Quickbooks Online user who also utilizes Quickbooks Projects, we have discovered a powerful way to integrate Quickbooks Online and Salesforce using Breadwinner. This integration enables you to efficiently manage tasks, delegate responsibilities, and monitor project profitability all within the Salesforce platform.
Furthermore, by incorporating Expensify into our system, our consultants can effortlessly track their expenses and automatically associate them with the relevant projects.
So, what are the advantages of this integration? Imagine having a convenient one-stop shop where you can access all-in-one dashboards in Salesforce, presenting a comprehensive suite of charts displaying all your projects in an organized and visually appealing manner. This consolidated view allows for better project management and decision-making.
As a default behavior, Breadwinner synchronizes Quickbooks Online (QBO) Projects with Salesforce as Accounts. However, we have taken a step further by utilizing flows to transform these records into dedicated project records within Salesforce, ensuring a seamless synchronization with QBO.
To enhance the user experience, we have implemented a strategy where “Project Accounts” are concealed from standard view by leveraging Account Record Types in Salesforce. This ensures a cleaner and more organized interface, focused specifically on project-related information.
Looking for some help with Quickbooks and Salesforce integration? Have a custom, interesting use case? Reach out to us – we’d love to help!