# Integrations

Eliminate manual data entry and duplicate effort by automatically syncing prospective client data, saving time and reducing data entry errors.

Utilize these integrations when using ShareFile:

* [Accelerated Agreements](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/accelerated-agreements)

* [Creating auto-fill agreement templates](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/accelerated-agreements).

## Video: Integrations

The following 2 minute video provides information on how Salesforce and QuickBooks are integrated with ShareFile.

<iframe width="560" height="315" src="https://www.youtube.com/embed/CRo-Z3gWkP0" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>

## Integrating QuickBooks

The **QuickBooks** integration helps accounting and finance teams connect their document workflows with financial operations. By linking ShareFile with **QuickBooks**, users can more easily organize, access, and share accounting-related documents associated with **clients**, **invoices**, and **financial** workflows without switching between systems. This integration helps reduce manual work, improves collaboration, and keeps supporting documentation connected to the systems teams already use in their daily workflows.

Use the following steps to add QuickBooks Customers to your ShareFile account.

1. From your ShareFile dashboard, select your profile picture or avatar in the upper-right corner, then select **Applications**.

   ![Applications option in the ShareFile profile menu](https://docs.sharefile.com/en-us/sharefile/assets/24dce592be16a2c31c5d033fd78a5bbd/sharefile-applications.png)

2. Select **Third Party Integrations**.

   ![Third Party Integrations page with QuickBooks and Salesforce cards](https://docs.sharefile.com/en-us/sharefile/assets/6e9f9990a7f524fff7d1432a7472be89/third-party-integrations.png)

   > **Note:**
   >
   > Third-party integrations are moving to the ShareFile Catalog. To browse the available integrations, select **Open catalog** in the notice at the top of the page.

3. On the **QuickBooks** card, select **Add**.

   The **Connect ShareFile to your QuickBooks account** popup displays.

   ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/2d4094e62df47af15d99502d114de8a1/sf-integrations-qbc-2.png)

4. Select **Next**.

   The **Please select your company** screen displays.

   ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/03a06f727c6046614b9ccb1ed24d6054/sf-integrations-qbc-3.png)

5. Select or search for a company or firm.

6. Select or search for a client.

7. Select **Next**.

8. Navigate in ShareFile to **People** > **QuickBooks Customers**.

   ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/b1d1ce51945aaee1b5f6247488e5a5a9/sf-integrations-qbc-4-1.png)

9. Select or use search to locate a prospects.

   ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/e9c6e5a595f9978bbe7c8b6b6e642631/sf-integrations-qbc-4.png)

10. Select **Send Client Agreement**.

    ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/6d9614b5d25e9683d53a8e49adbeb6a6/sf-integrations-qbc-4-2.png)

11. Choose from the available client agreement templates.

    ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/f88ba439a6b02d0d3e3818d2d83911c2/sf-integrations-qbc-4-a.png)

12. Review the auto-fill information provided by the integrated QuickBooks Customers for verification.

    ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/6720f4c32ad0bfccd656a3cd3c644897/sf-integrations-qbc-5.png)

    ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/5314e9f38d99e395da2fb8e200d3df85/sf-integrations-qbc-6.png)

13. Select **Send**. This creates a folder for the new client.

    The "**Client agreement successfully sent.**" confirmation message displays briefly.

    ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/ce29bac9b0b175741c16e5b554e567e2/sf-integrations-qbc-7.png)

## Integrating Salesforce

Use the following steps to add Salesforce Leads to your ShareFile account and send a client agreement.

1. From your ShareFile dashboard, select your profile picture or avatar in the upper-right corner, then select **Applications**.

   ![Applications option in the ShareFile profile menu](https://docs.sharefile.com/en-us/sharefile/assets/24dce592be16a2c31c5d033fd78a5bbd/sharefile-applications.png)

2. Select **Third Party Integrations**.

   ![Third Party Integrations page with QuickBooks and Salesforce cards](https://docs.sharefile.com/en-us/sharefile/assets/6e9f9990a7f524fff7d1432a7472be89/third-party-integrations.png)

   > **Note:**
   >
   > Third-party integrations are moving to the ShareFile Catalog. To browse the available integrations, select **Open catalog** in the notice at the top of the page.

3. On the **Salesforce** card, select **Add**.

   The Salesforce sign on page displays.

   ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/9466e6229860d4e4ed048fc2492eac71/sf-integrations-salesforce-2.png)

4. Type in your Salesforce credentials.

5. Select **Log In**.

6. Navigate in ShareFile to **People** > **Salesforce Leads**.

   ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/eb5c9cf3518d030a96efdf6d36795d63/sf-integrations-salesforce-3-a.png)

7. Select or use search to locate a lead.

   ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/c9bd7b0fa4c6206b43ae10d991398ff3/sf-integrations-salesforce-3.png)

8. Select **Send Client Agreement**.

   ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/e94734e56a940c5081e7a8895f027ed2/sf-integrations-salesforce-3-b.png)

9. Choose from the available client agreement templates.

   ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/b2f94cc8144a59c08089e1bfcd97047a/sf-integrations-salesforce-4.png)

10. Review the auto-fill information provided by the integrated Salesforce Leads for verification.

    ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/433e69550578b057b2b0083064d1e9e3/sf-integrations-salesforce-5.png)

    ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/bee3556c9b768eba0db4053432bf4c0d/sf-integrations-salesforce-5-alt.png)

11. Select **Send**. This creates a folder for the new client.

    The "**Client agreement successfully sent.**" confirmation message displays.

    ![Confirmation screen](https://docs.sharefile.com/en-us/sharefile/assets/8ee6069ba514df240429f70ddc82ed78/sf-integrations-salesforce-6.png)