Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
QuickBooks Connect: Real-Time Salesforce and QuickBooks Online Integration
Sync Salesforce and QuickBooks Data Instantly with Two-Way Automation
- Industries
- Horizontal Product
- Business Need
- Quotes & OrdersAccountingPayments Processing
- Requires
- Sales CloudRevenue CloudExperience CloudRevenue Cloud Billing
- Compatible With
- Sales CloudExperience CloudFinancial 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.
Highlights
✔️Two-Way Salesforce-QuickBooks Sync Keep Salesforce and QuickBooks Online aligned with two-way sync. This Salesforce QuickBooks 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 organization. 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.
Cloud Maven, Inc's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
Cloud Maven, Inc
Delaware, United States
Founded
2018
Phone
+1 (740) 470-0000Cloud Maven, Inc. helps businesses work smarter in their Salesforce environment by replacing various disconnected tools they use with a single connected ecosystem. Our Salesforce-native solutions handle onboarding, lending, credit reports, criminal checks, identity verification, document generation and insights, communications, and data syncing, all built to deliver increased speed, control and accuracy. Every solution is ready to be deployed and developed to seamlessly fit into your existing Salesforce environment. With over 175 integrations to credit bureaus, payment gateways, and compliance systems, your team gains real-time visibility & confidence in every transaction. Trusted by hundreds of businesses, we transform everyday Salesforce processes into streamlined, compliant & intelligent experiences that grow with your business. Enhance your Salesforce ecosystem with our modular plugins: Decision Rule Engine | Credit Checker | Plaid Bank Connect | KYC/KYB Verification | Sanction and OFAC Checker | Loan Origination | Syndication | Document Insight | SMS & Fax Hub | Secure Email | SOS Verification | QuickBooks Connect | Payment Connect | AWS Connect | IRS Verification
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
We offer straightforward pricing with no hidden fees, which includes all features. By using our referred payment processors, customers typically save over 75% on ACH and upto 50 basis points on credit card processing, driving measurable cost reductions.
Premium Plus
$300 USD/company/month
Free trial available for 15 days
Lowest Starting Price