Accounts Receivable Automation with QuickBooks Salesforce Integration

April 30, 2024
By Team QB Sync Made Easy
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Managing accounts receivable is undoubtedly one of the tedious tasks in account management. However, with the right tools and automation, it doesn’t have to be this way.
One powerful combination that can streamline your accounts receivable process is that of popular AR automation software, Quickbooks, and CRM platform, Salesforce.

Accounts Receivable Automation with QuickBooks Salesforce Integration can help businesses handle increasing volumes of invoices and payments and gain greater visibility into their accounts receivable process.

If you are wondering how, read through the subsequent sections!

What Is Accounts Receivable Automation

Accounts Receivable Automation is the process of using tools and software to streamline invoicing, payment tracking, and reporting processes. There are various methods of AR automation available, all aimed at replacing the manual components of the AR process.

While some AR software solutions can automate only certain steps in the AR process, such as digitizing invoices or automating payment acknowledgments, many other solutions can automate the entire end-to-end process, from order entry through cash application, complete with robust management reporting.

QuickBooks Online makes AR Automation simpler

QuickBooks Online, an extremely powerful tool for accounting, simplifies accounts receivable management by organizing all accounting data in one place. Businesses can automate invoicing, track payments, and generate reports effortlessly.

With QuickBooks, businesses can identify delinquent accounts and send reminders to past-due customers with the A/R Aging Report.

The benefits of accounts receivable automation further expand when you sync your QB data with Salesforce CRM.

What Salesforce can do for Accounts Receivable Automation

Though typically not an accounting platform, Salesforce CRM does provide robust tools for accelerating the quote-to-cash process that includes account management too, and automating Salesforce billing for better account receivable management.

By leveraging Salesforce, businesses can automate the invoicing process, track payments, and gain insights into customer payment behavior.

Undeniably, both Salesforce and QuickBooks can do wonders in automating the AR process, when combined together. QB Sync Made Easy, a comprehensive QuickBooks Salesforce integration tool does just the same.

How QB Sync Made Easy Streamlines Accounts Receivable Automation with QuickBooks Salesforce Integration

This bidirectional connector, loaded with numerous features provides access to one’s sales, service, and billing data all in one comprehensive view, by seamlessly syncing data across QuickBooks and Salesforce.

Here is why you should get this integration

  • Simplify Salesforce Invoicing with QB Sync Made Easy

QB Sync Made Easy makes your invoice process more streamlined by allowing users to create invoices using the QB data synced right from the Salesforce platform. Automation of invoice creation reduces errors and speeds up the billing process, all within one platform.

With a 360-degree view of customer interactions and a unified system of record to manage, the entire process is streamlined, improving the cash flow and reducing the sales cycle.

  • Improve Efficiency Through Automation

We all must agree on the fact that manual data entry is not only time-taking but also prone to errors.
By integrating Salesforce with QuickBooks with QB Sync Made Easy, you can automate many aspects of your accounts receivable process. This includes automatically syncing customer information, invoices, and payment data between the two platforms.

  • Get Improved Visibility and Insights with Real-time data sync

One of the key benefits of integrating Salesforce with QuickBooks is gaining greater visibility into your accounts receivable process.

With real-time access to financial data and customer information, businesses can monitor outstanding invoices, keep an eye on payment trends, and identify potential issues before they escalate.
This visibility enables you to make data-backed decisions and proactively implement measures to optimize your collection strategy.

Wrap Up

Summing up, keeping your financial data up to date across multiple systems and enabling changes made in one platform to be automatically reflected in the other, the QB Sync Made Easy app helps in Accounts Receivable automation like a pro.

So, what are you waiting for? Try out the QB Sync Made Easy app today!

  • Automating data sharing between Salesforce & Quickbooks

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