How to Maximize Salesforce and Quickbooks Online

Quickbooks is cloud-based accounting software, while Salesforce focuses on customer relationship management. Integrating the two provides visibility into your business operations and offers valuable insight into where to improve. They work together to seamlessly share data between accounting and sales, from sales orders and invoicing to customer information.

Adding an ERP, or enterprise resource planning, into the configuration maximizes efficiency and overall productivity significantly. Significant advantages of this addition include improved customer service, better visibility, scalability, and streamlined operations.

What Can You Find in an ERP That Quickbooks Lacks?

Quickbooks focuses on keeping track of your financial functions like expenses, income, inventory, and employee expenses in real time. It is explicitly an accounting software that helps fulfill your business’s tax obligations with less stress.

Although it is comprehensive enough to handle most of the accounting requirements in small- to medium-sized businesses, it lacks the capabilities of a full-featured ERP system.

This section shares some of the features of an ERP system, which are not available in Quickbooks alone.

Supply Chain Management

ERP systems cut across all company departments and processes, including supply chain management. The software includes features that manage your entire supply chain, from procurement to order fulfillment. It helps your firm reduce costs and streamline operations by optimizing supply chain processes.

Production Management

Your ERP solution also provides the necessary tools to manage your production process depending on the industry and involved activities. It handles everything from quality control and reporting to planning and scheduling. By streamlining production, your business improves manufacturing efficiency, increases profitability, and reduces waste.

Customer Relationship Management

Salesforce is a dedicated cloud-based CRM platform, but your ERP also significantly improves the efficiency of its functions. The right ERP solution integrates with advanced CRM features to enable you to manage customer relationships more effectively. These combined features handle tasks like tracking customer interactions, connecting customers with their purchases, automating marketing campaigns, and managing sales leads.

Human Resource Management

Another feature you\’ll only find in ERP is human resource management. Most ERPs include tools to help with managing employee data like payroll, performance management, and benefits. These tools allow your HR department to automate most processes while ensuring you comply with labor laws.

Business Reporting

Quickbooks only focuses on your accounting function, meaning it can only provide reports and updates on your financial elements. Conversely, ERPs include advanced business intelligence and reporting capabilities like visualization tools and data analytics. You can use the information provided to gain valuable insights into your operations and make data-driven decisions by identifying trends.

How Does ERP Maximize Salesforce and Quickbooks?

The best approach to consider when improving your company’s accounting and customer relationships software is to add an ERP solution like GoldFinch. There are several ways an ERP can help maximize Salesforce and Quickbooks’ effectiveness, and they are:

Streamlined Data Integration

Data management is the backbone of every organization, and how you manage your files can break or make your firm. You can integrate an ERP into your system to help manage all the data shared between Salesforce and Quickbooks.

An ERP integration supports automatic data transfers between the two systems, guaranteeing seamless customer and sales data exchanges. It also increases visibility into customer behavior, improves sales forecast accuracy, and reduces errors.

Enhanced Reporting

ERPs also give you more comprehensive reporting abilities in your firm\’s operations. These advanced reporting capabilities help your team generate customized reports on key metrics like customer acquisition costs, revenue, and inventory levels. You can also use the pieces to identify trends and make more informed decisions in your engagements.

Improved Inventory Management

Adding an ERP solution to your Salesforce and Quickbooks configuration will eventually lead to improved inventory management. The platform uses the relevant information in both systems to help your business manage inventory levels more effectively.

The ERP system will help manage inventory by providing real-time stock-level visibility and automatically updating inventory records after processing a sales order. It helps your business minimize excess inventory, reduce the risk of stockouts and improve order fulfillment.

Streamlines Order Management

You\’ll need a smooth order processing and fulfillment system to deliver a satisfactory customer experience. Integrating an ERP into your existing configuration will help streamline all the processes involved in order management.

The ERP solution automates order management tasks like order entry and payment processing, helping your firm reduce the time and resources spent processing orders. It also enhances customer satisfaction and improves order accuracy.

Integrated Financial Management

Integrating an ERP with Quickbooks provides a more effective and seamless financial management solution. It means you can automatically transfer all the financial data from expenses and invoices between the two systems, eliminating manual data entry and reducing the risk of errors. Your business also enjoys improved financial reporting, reduced accounting costs, and a more practical approach to managing cash flow.

Why Integrate GoldFinch with your Salesforce CRM and Quickbooks?

There are many benefits small businesses can enjoy from including an ERP like GoldFinch in their configuration. The integration minimizes labor costs, increases overall efficiency, and reduces errors by automating manual tasks. It would help to note that the lack of a functional system results in an unclear view of your company\’s processes.

Here are some of the reasons to consider this configuration:

  • It increases the efficiency of both platforms by automating most of the manual processes involved
  • It provides real-time visibility into key business metrics like financial performance, inventory levels, and customer information
  • It improves customer service by giving customers complete access to client data, including preferences, history, and customer service interactions
  • It streamlines Salesforce and Quickbooks operations, making them more efficient and cost-effective
  • It offers the scalability needed by small businesses to grow and expand operations

Unlike Salesforce and Quickbooks, an ERP solution provides a more comprehensive alternative to managing all business aspects.


Business owners and managers should understand that integrating ERP with Salesforce and Quickbooks helps their firms improve visibility, efficiency, customer service, and scalability. The system achieved also allows you to compete more effectively in your industry and delivers long-term success.

Contact GoldFinch ERP today and learn how to use ERP to realize the full potential of Salesforce and Quickbooks in your firm.

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