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Until recently, if you were running your sales force using Salesforce.com and keeping your books in QuickBooks – then there was no EASY and SIMPLE way to link the two systems.  Of course there are some 3rd Party SaaSware that passed some information between the two worlds, but many do not view these as a particularly smooth process.

Earlier this year Intuit released Salesforce for QuickBooks in the Intuit App Center which lets the #1 online Sales/CRM app communicate directly with the #1 small business accounting software.  This is available for users of QuickBooks Pro, Premiere, and Enterprise Solutions 2011 or later as well as QuickBooks Online.  Sorry Simple Start and QuickBooks for Mac users – Salesforce for QuickBooks is not yet compatible with those products.

Once properly set up, Salesforce for QuickBooks will automatically sync data between your Salesforce account and your QuickBooks Company file.  You and your sales reps will only need to enter data once and it will be updated in both systems – a big time saver – eliminating the need to manually record the same information in both systems.  Even more exciting for Salesforce users it that they will see current QuickBooks item availability and prices (in the professional edition), with sales histories, open balances and credit limits as well as Salesforce sales and customer account details.

According to Intuit, Salesforce for QuickBooks provides the following features:

• Easily track and cultivate leads from all types of marketing initiatives
• Manage and track every communication, activity and opportunity by contact
• See a complete sales and service history for each prospect or customer
• Enter data once and it’s automatically updated in both Salesforce and QuickBooks
• Stay on top of everything with real-time dashboards and reports
• When an Opportunity is changed to Closed Won in Salesforce, it triggers a transaction to be created in QuickBooks. (Professional Edition only)

 QuickBooks for Salesforce comes in two versions: GROUP and PROFESSIONAL editions.

• Group – Ideal for smaller companies for basic sales and marketing.
• Professional – Scales with your business grows and has more advanced features.

For more information visit the Intuit App Center.

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Intuit has released the R3 update for QuickBooks 2012 which has fixed a number of bugs and made certain changes and improvements.

You can get a complete list of changes and instruction on how to update your software from the intuit support site under Product Updates.

It’s always a good idea before installing updates to make sure you have a current backup of your QuickBooks data files and to follow Intuit’s instructions for your version of the QuickBooks software.

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Intuit usually introduces their QuickBooks product upgrades each October, and the 2012 products are now available.  All the QuickBooks products have a lot of improvements in 2012, but Mac and Enterprise users should take particular note as these versions have significant improvements.

The What’s New information can be found on the following Intuit pages:

• QuickBooks Pro 2012
• QuickBooks Premier 2012
• QuickBooks Accountant 2012
• QuickBooks Enterprise Solutions 2012
• QuickBooks for Mac 2012

Of particular note are the following:

• QuickBooks Enterprise Solutions 2012 adds an Advanced Inventory option which, among other features, will allow Serial Number or Lot Tracking and and a FIFO Costing option.
• QuickBooks Accountant 2012 now is it’s own product with a separate list of features not available in QuickBooks Premiere.
• QuickBooks for Mac 2012 provides additional features for Mac users.

There are way too many improvements in all the QuickBooks 2012 upgrades to list here.  Use the above links to get all the details.

NOTE – Intuit has just released the R3 release as a manual update for QuickBooks that should be available soon as an automatic update.  This release includes a large number of bug fixes, so be on the lookout for this update.  Find out more about at Update to the Latest Release R3.

QuickBooks for Mac 2012 is in it’s R2 release.  Find out more at QuickBooks for Mac 2012 R2.

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