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Workato: Advanced QuickBooks Integrations

Sync Accounts, Opportunities and Products between QuickBooks and Salesforce

Freemium  

Payment required to increase usage, users, or features

Business Need
Accounting

The most reliable & easiest way to sync all your data between QuickBooks Online & Salesforce. Workato handles multi-step flows & all custom fields to solve your toughest QuickBooks Online integrations. Maintain timely records with Workato's integrations!

  • Salesforce - QuickBooks Integration by Workato

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Additional Requirements
Any web browser that is updated within the past 5 years.

App Details

Listed On
01/23/2015
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 Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/23/2015

Additional Details

Workato is an enterprise-class, Integration & Automation platform that is trusted by 21,000+ businesses. Integrate Salesforce and QuickBooks Online, through a bi-directional sync without any coding. A single integration, say from a new item in QuickBooks Online to a product in Salesforce is called a recipe in Workato. Recipes are powerful integrations between applications. Workato: Advanced QuickBooks Integrations includes several recipes between the two apps (and more), allowing you to customize or create your own recipes using Workato’s powerful integration service. Instructions: 1. Click "Get It Now" and login using your Salesforce credentials 2. Create a Workato Account if you do not have one. 3. Connect your Salesforce and QuickBooks Online Application via the prompts. 4. Access your Workato: Advanced QuickBooks Integration recipes under 'My Recipes’ 5. Click ‘Start’ to run the recipe Contact us if you have other integration needs, we'll be happy to help you get going with the integration you want.

Need help?

Workato

Mountain View, California, United States

Email and phone are available for users on paid plans. More information here: https://www.workato.com/support

Support Phone(844) 469-6752
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