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QuickBooks Connect: Real-Time Salesforce and QuickBooks Online Integration

Sync Salesforce and QuickBooks Data Instantly with Two-Way Automation

Overview

QuickBooks Connect delivers seamless Salesforce QuickBooks integration with real-time, two-way sync for customers, invoices, products, journal ledgers, and payments. Automate invoicing, reduce manual entry and keep your sales and finance teams aligned.

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See How QuickBooks Connect: Real-Time Salesforce and QuickBooks Online Integration Works

  • ✔️Two-Way Salesforce QuickBooks Sync Keep Salesforce and QuickBooks Online aligned with two-way sync. This QuickBooks Salesforce integration ensures QuickBooks payments, customers, invoices, and ledgers update automatically for accounting and billing.

  • ✔️Manage QuickBooks Online Invoicing Create and manage invoices from your CRM.   • Generate invoices from Salesforce records   • Sync invoice status in an instant   • See payment status in real time   • Prevent delays and manual follow-ups

  • ✔️See Customer Accounting Data in Salesforce Display customer balances, invoices, and payments on the respective CRM record. This enables your sales and support staff to take action based on current financial and billing information.

  • ✔️No-Code Custom Mapping and Flexible Sync You can choose when to sync your data with QuickBooks and how often to sync it.   • Map standard or custom objects   • Sync custom fields easily   • Use Flow, Apex, or buttons

  • ✔️Manage Multiple QuickBooks Online Companies Manage multiple entities from a single Salesforce ecosystem. Centralize your data across brands, bulk upload records, and run unified accounting and reporting without per-entity fees.

  • ✔️Accelerate Collections with QuickBooks Payments   • Use Salesforce as an online invoice generator   • Sync payments made via QuickBooks Online   • Offer card and ACH payment options to your customers   • Automatically send reminders to overdue invoices

  • ✔️Create Journal Ledger Entries in Salesforce Create and sync journal ledger entries directly from Salesforce with balanced debit and credit tracking. Manage adjustments, corrections, and accounting updates swiftly.

  • ✔️Improve Business Forecasting Combining your CRM and QuickBooks data gives you more insight into your business. Real-time dashboards improve your forecasting accuracy, identify trends faster, and reduce the amount of time spent reconciling spreadsheets.

  • ✔️Set Up Salesforce QuickBooks Integration Easy to configure and deploy without heavy consulting. This automates QuickBooks invoicing and payments quickly and extends your Salesforce automation across quote-to-cash, billing, and accounting workflows.

QuickBooks Connect integrates Salesforce and QuickBooks Online in real-time and seamlessly combines them into a single workflow to give you a complete view of your customers, invoices, payments, and financial data without ever leaving your CRM. Each update that occurs in one system flows instantly to the other, eliminating the need for manual entry and greatly reducing errors. Your sales, finance, and support teams can work off of the same data while automating QuickBooks Online invoicing, billing, payment tracking, and collections inside CRM. Adaptable to your business processes, this Salesforce QuickBooks integration can handle custom objects, flexible sync timing, and multi-company accounting, all while maintaining the highest level of security and compliance. ✔️Real-time two-way syncing of customer, invoices, payments, & journal ledgers ✔️Automation of QuickBooks Online invoicing from CRM records ✔️Ability to map custom objects using no-code methods ✔️Works with Flow, Apex, and scheduled automation ✔️Multiple company support for QuickBooks Online within a single org ✔️Advanced QuickBooks automation ✔️Salesforce QuickBooks integration for the financial visibility

Categories

Business Needs
Quotes & Orders
Accounting
Payments Processing
Industries
Horizontal Product
Personas
Administrator
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile

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