Salesforce® for QuickBooks®
Try it for freeCompare Editions
The best way to see if Salesforce for QuickBooks is right for you is to give it a free test drive.
No matter the size of your business we have a product that perfectly suits your needs.
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Compare our two editions and |
Group Edition14-Day free trial1 |
Professional Edition30-Day free trial1 |
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| Features | $28 per user/month | $70 per user/month | |
Salesforce App |
Number of users | Up to 5 |
Unlimited |
| Monthly subscriptions, no contract | Available |
Available |
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| Intuit online, email and phone support | Available |
Available |
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| Manage accounts & contacts | Available |
Available |
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| Lead scoring, routing & assignment | Available |
Available |
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| Opportunity, task & activity tracking | Available |
Available |
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| Reports and dashboards | Available |
Available |
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| Email integration (Outlook, Gmail, Lotus Notes) | Available |
Available |
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| Email templates & tracking | Available |
Available |
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| Mobile access | Available |
Available |
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| Product tracking | Available |
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| Marketing campaigns | Available |
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| Contract management | Available |
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| Customizable dashboards | Available |
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| Role permissions | Available |
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QuickBooks Integration |
QuickBooks customers and jobs sync to Salesforce accounts | Available |
Available |
| Configurable sync options | Available |
Available |
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| View QuickBooks customer details in Salesforce — open balance, credit limit, estimates, sales orders, invoices | Available |
Available |
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| Create transactions in QuickBooks from Salesforce — estimates, sales orders2, invoices, sales receipts | Available |
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| QuickBooks items sync to Salesforce products | Available |