Effective December 3, 2014, Intuit will discontinue their Salesforce for Quickbooks subscription service – both the CRM subscription as well as the integration app. For small businesses that depend on QuickBooks and Salesforce, this could be viewed as an alarming change. In reality though, Intuit made this decision in support of their clients:
“…we have seen a high volume of use by customers who have needed a higher level of customization than our solution can provide – and our solution was unable to meet their needs. We have made the decision to direct our customers going forward to other 3rd party solutions that are better positioned to solve these integration problems…” – Salesforce for QuickBooks FAQ
Although this development is intended to benefit QuickBooks + Salesforce users, the transition can seem daunting for many small businesses.
What are the implications for your business?
The immediate implications for your business include:
- If you are a Salesforce for QuickBooks subscriber, your salesforce.com and the included integration services will cease.
- If you are a Salesforce for QuickBooks Integration subscriber, only your integration services will cease and your account will be cancelled. Your Salesforce CRM service will not be affected by the change to your integration service.
- Orders will not flow directly from Salesforce to QuickBooks.
- QuickBooks will not automatically create new accounts or invoices – affecting your billing going forward.
- Day-to-Day bookkeeping and accounting will be negatively affected in general.
How should you address this?
- You need to transition your CRM licenses to salesforce.com
- Intuit is canceling the CRM subscription in addition to the integration app. Therefore businesses that are using the CRM through a QuickBooks subscription will need to transfer that subscription over to salesforce.com.
- You need to create a new integration between Salesforce and QuickBooks
- Once you have transferred your CRM subscription, you now need to implement an integration between Salesforce and QuickBooks. With the discontinuation of the integration app, 3rd party applications are the only option.
- In the meantime, processes that were previously automated must now be executed manually.
- We suggest that small businesses move very quickly to create a new integration between Salesforce + QuickBooks. The longer it takes to implement a new integration, the more work will have to be done manually.
We’re here to help!
Salesforce + QuickBooks integration is one of the most common requests we’ve received over the years. We’ve helped clients develop integration strategies and implement 3rd party integrations as well as set up Salesforce for Quickbooks. So if you are concerned about how this development could affect your business, please do not hesitate to reach out. We’re more than happy to discuss the ramifications to your business as well as your best options moving forward.
StarrForce helps you get the most out of Salesforce. If you would like information on the services we offer, call us at (888) 391-4493 x101 or use the form to the right –>