{"id":360,"date":"2014-09-09T14:44:31","date_gmt":"2014-09-09T18:44:31","guid":{"rendered":"https:\/\/www.scanadoc.com\/?p=360"},"modified":"2025-12-05T08:18:31","modified_gmt":"2025-12-05T13:18:31","slug":"intuit-discontinues-salesforce-for-quickbooks","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/intuit-discontinues-salesforce-for-quickbooks\/","title":{"rendered":"Intuit discontinues Salesforce for QuickBooks: Breaking Up is Hard to Do…Or is It?"},"content":{"rendered":"\n

Breaking up (with your business application) can be difficult. But I\u2019m positive you\u2019ll bounce back (and even find love) if you\u2019re experiencing the breakup brought on by Intuit\u2019s discontinuation of the Salesforce for QuickBooks<\/a> app and integration service. I know it\u2019s tough to be told \u201cit\u2019s time to move on and starting seeing other applications\u201d. But it really<\/em> was them, and not you!<\/p>\n\n\n\n

In their Salesforce Discontinuation FAQ Intuit states \u201c…we have seen a high volume of use by customers who have needed a higher level of customization than our solution can provide \u2013 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\u2026\u201d<\/p>\n\n\n\n

Below I\u2019ll provide some perspective on your breakup and offer to set you up with something better.<\/p>\n\n\n\n

\n

Sick of manually adding invoices into QuickBooks?<\/h3>\n\n\n\n
\n
Let Method automate it<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n

Chin up! You\u2019ll find a better (and stronger) connection out there<\/strong><\/h2>\n\n\n\n

Maybe the breakup is for the best. Your previous CRM relationship with QuickBooks only allowed for a limited number of transactions your staff could create and modify within Salesforce.<\/p>\n\n\n\n

For example, if you had an Opportunity in Salesforce that turned into a paying customer, you could create an invoice from within Salesforce (that would sync with QuickBooks), but you wouldn\u2019t be able to view or modify that invoice.<\/p>\n\n\n\n

But, isn\u2019t that the whole point of giving your team access to transactions through a QuickBooks integration? So someone (you) doesn\u2019t have to go back into QuickBooks and make changes<\/p>\n\n\n\n

That doesn\u2019t sound like a strong connection, and I really don\u2019t think you should settle.<\/p>\n\n\n\n

They didn\u2019t give you the real-time of day<\/strong><\/h2>\n\n\n\n

Providing your team with real-time access to QuickBooks speeds up how work gets done<\/strong> because your team no longer relies on other people to keep the business moving forward.<\/p>\n\n\n\n

Your previous Salesforce\/QuickBooks relationship, however, did not sync in real-time. You could get pretty close with the lowest time increments at 15 minutes between syncs.  But, what if you have multiple staff in your CRM and QuickBooks working simultaneously?  Even the 15 minute time lag could become problematic.<\/p>\n\n\n\n

I know you\u2019re thinking of trying to patching things up, but let\u2019s consider what that will mean:<\/p>\n\n\n\n

First, you\u2019ll need to transition your subscription over from Intuit and subscribe to one of the Salesforce packages, which involves signing a contract. And second, you\u2019ll need to choose a 3rd party integration app, which will also involve a monthly fee and another potential contract.<\/p>\n\n\n\n

I don\u2019t know about you, but that sounds like a high maintenance, expensive relationship that would involve a lot of trust considering all the different applications accessing crucial financial data.<\/p>\n\n\n\n

Having a strong, real-time sync directly between your CRM and your QuickBooks is easier on your bank account and provides your whole team with (limited) access to customer financial data and the (safeguarded) ability to create transactions.<\/p>\n\n\n\n

We take great pride in our strong integration with QuickBooks, so much so that sometimes we treat our integration patent to a romantic dinner and, of course, take a selfie.<\/p>\n\n\n\n

You guys just weren\u2019t a good fit<\/strong><\/h2>\n\n\n\n

Was your past relationship based on the Group Edition? Maybe that\u2019s why it just didn\u2019t feel right – it wasn\u2019t a good fit for what you needed out of a CRM for QuickBooks. If you were subscribing to the Group Edition, not only were you not allowed to create transactions as a user, but the account was limited to to 5 users in total.  Sounds like a pretty restrictive relationship to me.<\/p>\n\n\n\n

In fact, Charlie Russell from Sleeter Group recently recalled that \u201c…the initial integration had a lot of limitations \u2013 it was only set up for the lower level of Salesforce capabilities and it didn\u2019t play well with many Salesforce extensions\u201d.<\/p>\n\n\n\n

You treat your financial data as your small business\u2019s single source of truth and we really get that. This is why Method CRM <\/a>was developed specifically with QuickBooks users in mind.  QuickBooks is the lifeblood of Method CRM with our real-time, bi-directional sync working as the heartbeat.<\/strong>  So, will you find QuickBooks-centric functionality and naming conventions?<\/p>\n\n\n\n

You betcha!<\/p>\n\n\n\n

And, we love our users equally, so anyone can create transactions in either of our monthly subscriptions packages.  And don\u2019t worry – we understand that you many not want all your staff creating transactions, but we leave that up to the business owner to decide in the permissions sections of Method CRM.<\/p>\n\n\n\n

\n

Method CRM lets you run your business, your way.<\/h3>\n\n\n\n
\n
Watch it in action<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Let me set you up! What your first date with Method CRM will look like<\/strong><\/h2>\n\n\n\n

Since I know you\u2019ll be much happier with Method CRM<\/a>, I thought I would answer some questions you might have and walk you through your first date (a.k.a the process of converting from Salesforce to Method):<\/p>\n\n\n\n

\u201cHow do I get started? Will it be complicated?\u201d<\/em><\/strong><\/h3>\n\n\n\n

While at first glance, the process might appear to be arduous, the team at Method is ready and able to make this transition as easy and seamless as possible!<\/p>\n\n\n\n

Upon signing up for a Free 30 Day Trial, our Customer Success Coach will walk you through the first steps and make sure you are synced and ready to start moving data over.<\/p>\n\n\n\n

\u201cWhat information do I need to bring over?\u201d<\/em><\/strong><\/h3>\n\n\n\n

With Method\u2019s Single Click QuickBooks Integration, your entire customer database will automatically sync to Method when you sign up for an account, so no need to worry about bringing over any customers – how awesome is that?<\/p>\n\n\n\n

\u201cBut what about my leads who aren\u2019t in QuickBooks and all the other data I have in Salesforce?\u201d<\/em><\/strong><\/h3>\n\n\n\n

Method has built an Import\/Export tool that enables you to extract your data from Salesforce and Import it into Method CRM. It may sound complicated, but it\u2019s not! We\u2019ve provided step-by-step instructions as well as multiple tutorial videos to guide you through this process.<\/p>\n\n\n\n

\u201cI\u2019m really busy with my business – is there any other help you can provide?\u201d<\/em><\/strong><\/h3>\n\n\n\n

During your free 30 Day trial, you\u2019ll have a free hour with one of our Business Solutions Specialists who will spend time with you on learning how to use Method in more depth, or migrating your existing Salesforce data. If you happen to need additional time beyond the free hour, we offer professional services on an hourly or dedicated basis. You can check out these options here.<\/p>\n\n\n\n

As always, feel free to leave a comment or email us with any questions – we\u2019re here to help you through this breakup. It may not feel very good right now, but I know you\u2019ll look back in a few months and laugh at why you didn\u2019t make it happen sooner.<\/p>\n","protected":false},"excerpt":{"rendered":"

Intuit may have discontinued support for Salesforce, but that doesn’t mean you can’t have a QuickBooks CRM! Learn why Method CRM may be an even better fit.<\/p>\n","protected":false},"author":24,"featured_media":5464,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[229,39],"tags":[],"class_list":["post-360","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-quickbooks-accounting"],"acf":[],"yoast_head":"\nIntuit Discontinues Salesforce for QuickBooks: What Now? — Method<\/title>\n<meta name=\"description\" content=\"Intuit may have discontinued support for Salesforce, but that doesn't mean you can't have a QuickBooks CRM! 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