If you’re a small business running Salesforce and QuickBooks, somebody on your team is doing the same thing twice. They close a deal in Salesforce and then they go recreate it in QuickBooks. Manually. Every time. And if that’s happening in your shop, you’re either making mistakes or wasting time, and probably both.
So a few years back I went and found an integration tool to fix that. Started at $1,999 a year, which felt fair, so I bought it. Then it went to $2,500. Less good, but I’d already built it out so I took it. Then $3,999. Then $4,800. And because I’m lazy and switching felt like a pain, I just kept paying. Until I couldn’t anymore.
Like my high school girlfriend used to say, I was doing it wrong.
Enter HIC Global Solutions
That’s when I found HIC Global Solutions and their tool QuickBooks Made Easy. Full disclosure, Hair Club for Men style, I’m both a customer and a partner. But I was a customer first and that’s the only reason I became a partner. I’m not going to recommend something to clients that I wouldn’t run in my own shop, and we run this one every day.
What It Does Out of the Box
The basics are what you’d expect from any integration tool and HIC does all of them well. Accounts sync between the two systems. Close a won opportunity in Salesforce and it becomes a sales order or an invoice in QuickBooks. New customers get created automatically. Existing accounts stay updated. That’s table stakes and QuickBooks Made Easy handles all of it cleanly, and unlike some tools I won’t name, it doesn’t fall over every time the Intuit API sneezes.
Here’s Where It Gets Interesting
Every small business has something specific, something that out of the box integration tools don’t handle because they’re built for everyone and not for you. For us it was time cards and vendor bills. We’re a professional services firm so we bill on time, and we pay contractors, and none of that existed in the tool we were using before.
HIC came in, understood our setup, and built it out. Apex code, screen flows, the whole thing. They did the work, not me, and that matters because I don’t have time to be a Salesforce developer on top of everything else. That ran about $1,500 as a one time implementation fee and it’s done.
For you it might be lot numbers, serial numbers, product bundles, sample orders, or something else entirely that your business actually needs. The point is they’ll figure it out with you and build it, rather than telling you to go find a developer.
The Math
$3,500 a year plus $1,500 once to get it built exactly the way you need it. I got C’s in accounting but I know the difference between $4,800 and $3,500, and I know the difference between a tool that does what I need and one that doesn’t.
If you’re a small business running Salesforce and QuickBooks and you’re still doing any of this by hand, or you’re paying more than you should for an integration that doesn’t quite fit, I’m happy to talk through whether this makes sense for your setup. Just hit reply or grab some time on my calendar below.