I like this infographic from Salesforce.com. It shows off how having a CRM connected to QuickBooks can really help small businesses.
It’s also pretty easy to connect Salesforce and QuickBooks using Autofy.
We get asked quite often about how to learn more about Autofy’s QuickBooks to Salesforce integration. We’re always glad to answer specific questions and setup times to meet via phone, but we also have compiled a small data sheet that describes the details of what our integration does. You can download it and take a look for more information.
One key thing that separates us from others is our ability to customize the integration to make it connect to any custom field or custom object. With Autofy, we can do this and make the QB integration work seamlessly for you.
The recent passing of Jerry Buss (owner of the LA Lakers) got me to thinking about what it was he did that changed the landscape of the NBA. When Buss bought the Lakers:
So, how did he change things. Buss knew that to change things up he needed the game to be more of an entertainment outing than a basketball outing. So, he added music, really loud music to the games, added cheerleaders, got Hollywood stars to come to the games, made the team play more up-tempo. In other words, Buss made the Lakers into an attraction, not just a basketball team. Having and keeping Magic Johnson, Kareem, and Kobe definitely helped, but the whole package has made the Lakers into one of America’s most popular teams in any sport.
So how does this relate to your business? In the software space, we need to build our apps in the same way. They need to have a “wow” factor that goes throughout the app. Not just a fancy UI, or compelling functionality. But, it needs to be an attraction that will increase user adoption as your customers use your app. Examples include:
These are just a few examples. The challenge is to find your “wow”. The Lakers are known as “showtime”, which is just what they created. For software companies, or companies of any kind, we need to find our showtime that through and through makes users come back over and over again. As Scott Cook says, we need to “change lives so profoundly people can’t image going back to this old way“.
We’ve been helping people integrate their e-commerce systems with QuickBooks for years. While speaking with many companies, we’re often asked to give more details on the basics of how e-commerce works. What components are required and who are some of the reputable vendors that supply these pieces. Not the technical details on the security required or anything like that, but just the highest level information on how it all works.
So, we’ve created a cheat sheet on e-commerce. Just the basics and the different components required. It’s a one-pager and is definitely not a comprehensive view on the subject. However, if you work in the QuickBooks arena and want a checklist of things required to get a shopping cart off the ground, this should help.
It’s free and can be downloaded here. Feel free to print it and share it with others.
If you sell on eBay and want your transactions to flow directly into QuickBooks, you can now do this with a one-click solution. Autofy now enables all PayPal sales transactions to automatically sync up with QuickBooks.
In QuickBooks, PayPal essentially works like a bank account. Money comes into it when people pay you and expenses go out of it when you pay others. With Autofy for PayPal & eBay, we’ll keep that account up to date with all transactions your sales transactions. This means:
-when someone pays you via PayPal, we’ll add money to the account
-when you pay someone else, we’ll automatically deduct the account (as if you wrote a check to someone)
-any associated PayPal fees will be automatically synchronized to keep the account up to date
-sales receipts are generated for all sales transactions directly into QuickBooks, which means we’ll automatically enter billing and shipping info for new customers
-For eBay sellers, we’ll tell you which auction the receipt is for and provide a link back to the auction directly in the receipt.
We have a free 30 day trial of the application which can be downloaded directly off our web site.
We’re really happy to announce that Autofy for PayPal was named as a finalist for the PayPal X Award in the best EBay integration category. We’ll be at PayPal’s 2010 Innovate developer conference coming up in San Francisco showing off how EBay and PayPal now have a seamless integration to QuickBooks.
Contact us to get try out the integration.
Take a look at our latest version of Autofy which now includes the ability to import PayPal transactions at the click of a button. With it, all money sent to you or that you send to others is tracked and entered into QuickBooks. PayPal integration for QuickBooks is now simpler than ever.
Contact us to get up and running.
Joe Dwyer was recently was in on a podcast about Autofy and how it helps companies automate their data entry and integrate QuickBooks into other applications.
We’re been hearing the buzz that eBay is dropping support for their QuickBooks integration application, Accounting Assistant. As people are looking to transition, we want to make sure everyone knows that Autofy is here to help. Autofy already supports importing transactions from CSV files that eBay generates, and we’re able to create a more customized, seamless integration to meet your companies needs.
To make sure people are able to stay sane as they transition, we’re offering our packaged Autofy system for 60% off for the first year of use, if you are using it for eBay transactions. So, use Autofy for $150 for the first year and we’ll give you the first 30 days free.
Contact us directly if you have questions, or leave feedback below.