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QuickBooks Connect: Real-Time Salesforce and QuickBooks Online Integration

By Cloud Maven, Inc

Sync Salesforce and QuickBooks Data Instantly with Two-Way Automation

Starting at $300   USD/company/month

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Business Need
Quotes & Orders
Accounting
Payments Processing
Requires
Sales Cloud
Revenue Cloud
Experience Cloud
Revenue Cloud Billing
Compatible With
Sales Cloud
Experience Cloud
Financial Services Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Revenue Cloud
Experience Cloud
Revenue Cloud Billing
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Experience Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Customers are required to maintain an active QuickBooks Online instance in order to use this integration. If one does not already exist, a new QuickBooks Online instance must be provisioned.

App Details

Version
CM Finance/CMFinance v1.22.1 1.22.1
Listed On
09/23/2025
Latest Release
06/08/2026
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 27
Custom Tabs: 19
Custom Apps: 2
Lightning Components
Global: 18
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.16.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/18/2025

Additional Details

QuickBooks Connect integrates your 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 your CRM. Adaptable to your business processes, the Salesforce QuickBooks integration can handle custom objects, flexible sync timing, and multi-company accounting, all while maintaining 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 financial visibility

Need help?

Cloud Maven, Inc

Delaware, United States

Support Phone+17408500000
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