7/29/2023 0 Comments Salesforce invoicing quickbookEven better, both Salesforce and QuickBooks are extremely scalable, allowing them to follow you as you grow. Our seamless integration allows you to share financial data metrics with your sales team, so you can focus on what matters most and drive results. With QuickBooks, accounting in Salesforce becomes easy. ![]() ![]() That’s where the QuickBooks Salesforce integration comes in. However, when it comes to accounting, Salesforce is lacking. Salesforce CRM comes with a suite of tools, such as sales forecasting, sales reports, and dashboards. Of all the CRM software available, Salesforce is one of the most popular and widely used. One of the most effective ways of managing customer relationships is with customer relationship management (CRM) software. In the meantime, more details about the new integrations are available on the InvoiceASAP website here.As a small business owner, you know that taking care of your customers should be a top priority. It will be a simpler app that supports all the same mobile payment methods as the InvoiceASAP mobile solution. The company considered making the POS system a feature within their current app, but then decided to launch a second solution instead: PayASAP will arrive April 30th (or sooner) on iOS and Android. That is, something akin to Square’s cash register iPad app, but with support for other payment methods. While the company’s cloud-based invoicing service has been doing well since its reveal at Disrupt in May 2011, and subsequent launch on iOS in August (they have 5,550 registered users and host 5 million invoices in the cloud), Hoeper says they’ve been fielding demands for something that’s more of a mobile POS (point-of-sale) solution. The news doesn’t stop there: support for these solutions will be integrated into a forthcoming product called PayASAP. The idea with the new Card.io integration, PayPal support, planned integration with Zipmark, and all those still in the works (not yet public), is to make InvoiceASAP a payment agnostic solution for creating invoices on the fly, Hoeper explains. “We’re integrating our backend to all payment gateways, so a business with an existing merchant account can use that solution,” says Hoeper of the Card.io integration, “so now you have a method to accept mobile credit cards that you can use with your existing merchant account…it’s something that’s very differentiated from Square.” Instead of swiping cards, Card.io “reads” the card through the phone’s camera and inputs the information into the correct places within the app. The company is continuing to add support for multiple payment acceptance methods, too, including PayPal (which is now available on mobile, following support on the web), Zipmark (pending), and, also new as of today, Card.io.įor those of you unfamiliar, Card.io is the mobile payments solution that allows merchants to accept credit cards via mobile devices without using a dongle. Over the coming months, the plan is to roll out support for more accounting and CRM platforms including Salesforce, Netsuite, Sage Products (Peachtree, e.g.) and others. In addition, QuickBooks is only one of many future integrations planned for the company. It’s available now for $10/month and is supported in the InvoiceASAP iOS app, with Android support planned for later this month. So InvoiceASAP had to write their own solution, in the form of downloadable software, in order to support the new functionality. It doesn’t support going too far back in the past – a function of Intuit trying to force its users down the upgrade path. The issue has to do with the QuickBooks SDK itself, he explains. People believe that there must be a way to connect to QuickBooks, but the reality is, there really isn’t,” explains Hoeper. “Intuit themselves support their own connections going back to 2009 for the desktop version. There are some expensive custom solutions, especially in larger organizations, that allow for synchronization on the level that InvoiceASAP is offering, but nothing that’s widely available. A lot of people out there are still doing manual entries, or at the very least, manual imports, into QuickBooks today. ![]() The QuickBooks support will be great news for business owners. “No one has this,” says InvoiceASAP CEO Paul Hoeper of the new feature, “no one.”Īlso new, the company’s updated mobile solution now includes support for mobile payment technology Card.io, which lets businesses “scan” credit cards without using a dongle. Even QuickBooks’ maker Intuit itself, only supports back to 2009. The new functionality works with both QuickBooks Desktop and QuickBooks Online, but here’s the killer feature – the proprietary solution supports syncing with QuickBooks as far back as 2004. Cloud-based invoicing platform (and TechCrunch Disrupt finalist) InvoiceASAP is out with some very welcome news for business owners and their accountants today: integration with QuickBooks.
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