What to Do Next with Salesforce and Quickbooks Online

Quickbooks and Salesforce are valuable resources for manufacturing firms as they play significant roles in streamlining operations. Quickbooks focuses on managing sales and expenses while keeping track of daily transactions. On the other hand, Salesforce focuses on managing customer relationships and engagements.

Integrating the two gives your business more leverage when managing your necessary activities. However, as your business grows, you might need to consider adding an ERP system like GoldFinch to maximize output. This article shares the features your manufacturing company gains from adding ERP to your configuration.

What Do You Get from The Salesforce and Quickbooks Configuration?

Salesforce and Quickbooks are a powerful combination effective in aiding data synchronization and prospect conversion within your client database. The combination also helps manufacturers streamline operations, increase productivity and optimize document handling.

Here is what your business gets from integrating Salesforce and Quickbooks:

Improved Visibility

Salesforce with Quickbooks lets you see sales and financial data in a centralized and optimized location, providing better visibility into business operations.

You also track orders, payments, and invoices and analyze sales for more informed decisions.

Increased Efficiency

A Salesforce/Quickbooks integration also helps increase your manufacturing firm’s efficiency by automating data entry and eliminating manual data handling. A significant percentage of data-related errors come from human errors, and automating the function makes it more efficient.

The configuration also helps reduce time wastage and facilitates real-time data access. Immediately after a transaction, the system automatically records and saves it in the cloud. After eliminating manual and redundant tasks, your team will also find time to focus on more valuable responsibilities.

Better Collaboration

Collaborating effectively between departments when using different databases takes a lot of effort. Integrating Salesforce with Quickbooks emphasizes using a centralized system, making sharing data between your sales and finance teams easy. The data sharing can happen in real-time, allowing you to make strategic decisions based on your analysis.

Enhanced Customer Experience

Any team that wants to level up its customer experience should consider implementing a CRM like Salesforce. Adding Quickbooks to the system provides an approach to improve customer experience by providing real-time visibility into payment history, order status, and other relevant information. It also allows you to build stronger relationships with your clients while delivering a better service.

Why You Need to Add an ERP to Your Salesforce/Quickbooks Integration

Integrating Salesforce and Quickbooks works for most manufacturing companies. However, you might need reinforcement to streamline operations as your business evolves. Adding an ERP like GoldFinch helps you unlock your business’s true potential.

Here are the various ways your company can benefit from integrating an ERP with your Salesforce and Quickbooks platforms:

Better Inventory Management

ERPs for manufacturing companies help manage inventory levels effectively by providing real-time data on production schedules, purchase orders, and stock levels. Adding it to your current system helps avoid overstocking, improves supply chain efficiency, and reduces lead times.

Improved Data Accuracy

Integrating an ERP with your Salesforce/Quickbooks configuration also improves overall data accuracy in your business. The achieved setup ensures all the data related to customers, sales, and financial institutions is accurate and consistent in the systems involved. It helps improve efficiency by reducing the errors involved in manual data entry.

Improved Planning and Scheduling

The Salesforce/Quickbooks integration facilitates planning and scheduling in the production process. However, adding an ERP to the configuration improves the functions considerably, reducing the risk of stockouts or production delays.

It would be wise to note that the three systems use a centralized storage system, making sharing data and maintaining communication easy. The ERP, Salesforce, and Quickbooks configuration allows manufacturers to align their production schedules with customer demand and sales, resulting in better forecasting accuracy and customer satisfaction.

Accurate Financial Reporting

Quickbooks handles the basic financial operations of your manufacturing company in this configuration. Adding an ERP to Salesforce and Quickbooks also helps streamline financial functions like reporting and analysis. The ERP delivers real-time visibility of economic data, making generating accurate forecasts and reports easy.

Enhanced Customer Engagement

Customers are the backbone of any manufacturing firm. Companies targeting improving customer service and engagement should pair Salesforce with an ERP. The ERP solution provides manufacturers with accurate and timely information to clients, improving their overall experience effectively.

Increased Efficiency

Integrating GoldFinch ERP, Salesforce, and Quickbooks allows manufacturers to eliminate manual entry while streamlining business processes. It helps improve efficiency, free up resources and reduce errors in the involved departments.

Why GoldFinch ERP?

GoldFinch is among the few ERPs built natively on Salesforce and designed specifically for your manufacturing business. Integrating it with Salesforce and Quickbooks brings your business several perks, providing your team with a competitive advantage in the industry.

The integration creates a perfect environment to streamline operations in your manufacturing firm as it grows. Since these systems are cloud-based, it becomes even easier to pull your departments together. It would help to note that you can only integrate ERP and CRM solutions in Quickbooks Online and not other Quickbooks platform versions.

The following are some reasons why GoldFinch is the perfect prospect:

  • It facilitates shipping, production, and other manufacturing processes and transfers data to the other systems through client contact information
  • It streamlines company processes by providing access to accurate and reliable information in all the involved departments
  • It increases your profits and improves your financial function by nurturing leads in the CRM to valuable customers
  • It provides valuable market insights from functions like marketing automation, allowing your company to make more informed decisions


The best approach to achieving greater efficiency, visibility, and accuracy for your manufacturing company is completing a seamless GoldFinch ERP, Salesforce, and Quickbooks integration. Salesforce and Quickbooks handle base functions in the firm, while ERP helps string all these processes together seamlessly.

Contact us for more information on packaging these systems to boost your business and streamline operations today.

Scroll to Top