Our Harvard-educated consultants have implemented both QuickBooks and Salesforce for Australian businesses. Here is what 12+ of experience has taught us about choosing between them.
Side-by-side feature ratings for QuickBooks and Salesforce.
| Feature | QuickBooks | Salesforce | Notes |
|---|---|---|---|
| Invoicing | Both QuickBooks and Salesforce offer comparable invoicing capabilities. | ||
| Expense tracking | When it comes to expense tracking, Salesforce pulls clearly ahead of QuickBooks — a factor worth weighing if this capability is important to your team. | ||
| Bank reconciliation | For Professional Services that rely on strong bank reconciliation, QuickBooks is the more capable option in our assessment. | ||
| Payroll | When it comes to payroll, Salesforce pulls clearly ahead of QuickBooks — a factor worth weighing if this capability is important to your team. | ||
| Tax reporting and BAS | For tax reporting and bas, both platforms deliver a similar experience — neither has a clear advantage. | ||
| Multi-currency support | Salesforce significantly outperforms QuickBooks on multi-currency support, making it the stronger choice for businesses that prioritise this area. | ||
| Contact management | When it comes to contact management, Salesforce pulls clearly ahead of QuickBooks — a factor worth weighing if this capability is important to your team. | ||
| Pipeline management | For Professional Services that rely on strong pipeline management, Salesforce is the more capable option in our assessment. | ||
| Email automation | For Professional Services that rely on strong email automation, Salesforce is the more capable option in our assessment. | ||
| Reporting and analytics | For Professional Services that rely on strong reporting and analytics, QuickBooks is the more capable option in our assessment. | ||
| Integration ecosystem | For integration ecosystem, both platforms deliver a similar experience — neither has a clear advantage. | ||
| Mobile app | When it comes to mobile app, Salesforce pulls clearly ahead of QuickBooks — a factor worth weighing if this capability is important to your team. |
Invoicing
QuickBooks
Salesforce
Both QuickBooks and Salesforce offer comparable invoicing capabilities.
Expense tracking
QuickBooks
Salesforce
When it comes to expense tracking, Salesforce pulls clearly ahead of QuickBooks — a factor worth weighing if this capability is important to your team.
Bank reconciliation
QuickBooks
Salesforce
For Professional Services that rely on strong bank reconciliation, QuickBooks is the more capable option in our assessment.
Payroll
QuickBooks
Salesforce
When it comes to payroll, Salesforce pulls clearly ahead of QuickBooks — a factor worth weighing if this capability is important to your team.
Tax reporting and BAS
QuickBooks
Salesforce
For tax reporting and bas, both platforms deliver a similar experience — neither has a clear advantage.
Multi-currency support
QuickBooks
Salesforce
Salesforce significantly outperforms QuickBooks on multi-currency support, making it the stronger choice for businesses that prioritise this area.
Contact management
QuickBooks
Salesforce
When it comes to contact management, Salesforce pulls clearly ahead of QuickBooks — a factor worth weighing if this capability is important to your team.
Pipeline management
QuickBooks
Salesforce
For Professional Services that rely on strong pipeline management, Salesforce is the more capable option in our assessment.
Email automation
QuickBooks
Salesforce
For Professional Services that rely on strong email automation, Salesforce is the more capable option in our assessment.
Reporting and analytics
QuickBooks
Salesforce
For Professional Services that rely on strong reporting and analytics, QuickBooks is the more capable option in our assessment.
Integration ecosystem
QuickBooks
Salesforce
For integration ecosystem, both platforms deliver a similar experience — neither has a clear advantage.
Mobile app
QuickBooks
Salesforce
When it comes to mobile app, Salesforce pulls clearly ahead of QuickBooks — a factor worth weighing if this capability is important to your team.
General pricing information for each platform.
From ~$15/month
Pricing is indicative only and subject to change. We recommend contacting the vendor for a tailored quote based on your Australian business needs.
From ~$35/user/month
Prices shown are approximate and may differ based on your plan, team size, and billing cycle. Verify directly with the vendor for current AUD rates.
An honest look at the strengths and limitations of each platform.
Pros
Cons
Pros
Cons
Which tool suits which use case.
Our Harvard-educated consultants' take on this comparison.
Comparing QuickBooks and Salesforce is a bit like comparing apples and oranges — they solve different problems. QuickBooks handles your accounting & finance needs, while Salesforce covers crm & sales. The value of this comparison lies in understanding how they work together. Clever Ops specialises in connecting these kinds of complementary tools for mid-market Australian businesses.
What to know about switching between QuickBooks and Salesforce.
A successful migration from QuickBooks to Salesforce (or vice versa) is not just about data — it is about your team. Clever Ops handles the technical migration of accounts and custom fields, but we also provide hands-on training so your team is confident on the new platform from day one. The full process, including training, typically takes 4-8 weeks.
Other popular comparisons involving QuickBooks or Salesforce.
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