QuickBooks Connect

Simplify Accounting with QuickBooks–Salesforce Integration

Connect Salesforce with QuickBooks Online to automate invoices, payments, and financial data, giving you a true customer 360 across sales and orders. Our Salesforce QuickBooks integration eliminates manual work, enables real-time payment updates, and streamlines QuickBooks invoicing with powerful automation built directly into your CRM.

CloudMaven Inc dashboard showing business account balance of $24,098.00, tax reserve of $2,456.89, and a money flow bar chart with highlighted values of $2,450.

Digital business account dashboard showing available balance of $24,098 with a bar chart highlighting $5,092.

Digital card showing savings amount of $1,980.00 with a faint bar chart in the background.

Real-Time, Two-Way Sync Your Team Can Trust

Keep Salesforce and finance in lockstep with a truly real-time Salesforce and QuickBooks integration. Customers, products, invoices, and QuickBooks Online payments stay in sync automatically, so no one is copying data into spreadsheets at the end of the day. Teams always see the same numbers, wherever they work, and finance closes faster.

Two stylized arrow shapes pointing right, one dark blue and one light blue.

Two-way sync for customers, invoices, payments, accounts, and products/services

Fewer discrepancies in QuickBooks invoicing and payments data across systems

Instant updates driven by smart QuickBooks automation

Line graph titled 'Money Flow' showing expenses from Jan 10 to Jan 16 with data points over 1 day, 5 days, 1 month, 3 months, and 6 months; a highlighted data point shows $409. Activity log on the right lists Haruto Sakura, Yamanaka Ino, and Uchiha Itachi with times from 15 to 24 minutes ago.

Full Financial Context Inside Salesforce Records

Give your team a complete financial picture without leaving Salesforce. With this Salesforce accounting integration, key QuickBooks Online account details and custom fields are visible on the records your reps already use every day. No flipping tabs, no waiting on reports; just clear context during every call and email.

Surface balances, invoices, and QuickBooks Online invoicing status in Salesforce

Let sales and support act on up-to-date account health immediately

Sync important custom fields from QuickBooks into CRM

Built Around Your Processes, Not Ours

Instead of forcing your business into a rigid template, this Salesforce QuickBooks integration adapts to how you already work. Map standard or custom objects to QuickBooks, plug into Flows and Apex, and choose whether changes sync instantly or on a schedule. You keep control without needing a developer on speed dial.

No-code field and object mapping for QuickBooks integration with Salesforce

Configurable sync timing powered by flexible QuickBooks automation

Works with Salesforce Flow, Apex Triggers, and buttons

Ready for Multi-Entity and High-Volume Data

If you manage more than one entity, the connector scales with you. Link multiple QuickBooks Online companies to a single org and pull large volumes of historical data into Salesforce whenever you need it. Finance and leadership finally get one place to compare performance across brands, regions, or subsidiaries with confidence.

Centralize data from multiple QuickBooks companies in Salesforce

Bulk import customers, invoices, accounts, and payments in one go

Use unified reports powered by Salesforce QuickBooks Online integration

Faster Collections With Flexible, Lower-Cost Payments

Cash flow improves when paying you is simple. Combine QuickBooks Payments with our 30+ supported gateways so customers can settle invoices however they prefer, while you quietly save on fees every month. Use Salesforce as an online invoice generator tied directly to QuickBooks Online invoicing and real-time status updates.

Offer cards, ACH, and more through flexible QuickBooks payment options

Sync every QuickBooks Online payment back to Salesforce automatically

Cut processing costs while reducing manual follow-up on overdue invoices

Quantifiable Impact You’ll See With QuickBooks Connect

68% faster billing cycle

Customers report invoice-to-payment time shortened by 68% through real-time sync of invoices and payments between QuickBooks Online and Salesforce.

47% fewer manual entry hours

Teams reduce manual data entry hours by nearly half after automating customer, invoice and payment sync across systems.

32% uplift in forecasting accuracy

With live financial data in CRM dashboards, businesses boost forecast accuracy by 32%, enabling smarter decision-making.

52% reduction in overdue invoices

Automated payment reminders and synced statuses cut the number of overdue receivables by more than half.

Why Growing Businesses Choose Our QuickBooks–Salesforce Integration

Blue document icon with a yellow magnifying glass over it.

Built for Advanced Security & Compliance

Protect financial data with Salesforce-native architecture, encrypted sync, and governance controls. Unlike other QuickBooks integration tools, this ensures compliant, audit-ready financial operations at scale.

Blue cloud icon with two yellow documents below it.

Smarter Forecasting With Unified Sales–Finance Intelligence

Combine CRM and QuickBooks Online payment data to strengthen forecasting accuracy. Leadership gains clearer visibility into pipeline, revenue, and collections without running separate reports or reconciling spreadsheets.

Blue clock icon above connected yellow gears symbol.

Faster Setup, Zero Heavy Consulting

Launch your QuickBooks Online invoicing and Salesforce QuickBooks integration in hours, not weeks. No complex middleware, no hidden add-ons, and no consulting dependencies that slow your rollout.

Man in a black suit and white shirt crossing arms and pointing fingers in opposite directions.

Blue megaphone icon with three gold sound waves.

Reliable Multi-Entity Accounting Without Extra Fees

Connect multiple QuickBooks companies to Salesforce with no per-entity charges. Competitors require extra subscriptions, but our connector scales freely with your business.

Yellow smiley face with arrows pointing left and right above a blue video game controller.

Complete Vendor & Product Sync for Cleaner Financial Data

Maintain accurate vendor lists and product/service catalogs across both systems. This ensures consistency in QuickBooks Online payment, purchasing, quoting, and inventory-related workflows.

Blue stopwatch above golden coin with dollar sign and arrows indicating cycle.

Extend Automation Across Your Entire Tech Stack

Use Flow, Apex, and triggers to automate end-to-end processes beyond accounting: quote-to-cash, collections, renewals, etc. Your QuickBooks automation becomes part of every workflow.

Built for Advanced Security & Compliance

Reliable Multi-Entity Accounting Without Extra Fees

Connect multiple QuickBooks companies to Salesforce with no per-entity charges. Competitors require extra subscriptions, but our connector scales freely with your business.

Smarter Forecasting With Unified Sales–Finance Intelligence

Complete Vendor & Product Sync for Cleaner Financial Data

Maintain accurate vendor lists and product/service catalogs across both systems. This ensures consistency in QuickBooks Online payment, purchasing, quoting, and inventory-related workflows.

Faster Setup, Zero Heavy Consulting

Launch your QuickBooks Online invoicing and Salesforce QuickBooks integration in hours, not weeks. No complex middleware, no hidden add-ons, and no consulting dependencies that slow your rollout.

Extend Automation Across Your Entire Tech Stack

Use Flow, Apex, and triggers to automate end-to-end processes beyond accounting: quote-to-cash, collections, renewals, etc. Your QuickBooks automation becomes part of every workflow.

Abstract gradient background with concentric curved bands in shades of purple, lavender, white, and black.

Frequently Asked Questions

Can Salesforce integrate with QuickBooks Online for automatic invoicing and payments?

Yes, you can. Salesforce can be integrated with QuickBooks to automatically create and sync invoices, payments, and customer records without manual entry. With a Salesforce QuickBooks integration, you can generate QuickBooks invoices from Salesforce records and monitor payment status in real time,. This eliminates the need for spreadsheets or switching between systems.

Does QuickBooks work with Salesforce for two-way syncing of customers and payments?

Yes, a proper QuickBooks Salesforce integration supports real-time two-way sync of customers, invoices, payment history, products, and even refunds. Any change made to either system reflects instantly in the other, providing a single source of truth for your financial records and eliminating duplicate data entry or mismatched reporting.

Can I accept QuickBooks payments directly inside Salesforce?

Yes, QuickBooks payments can be triggered and tracked inside Salesforce using a native integration. You can send secure payment links to customers and take credit card, ACH, or eCheck payments from them, and automatically update the status back to QuickBooks. This provides a seamless experience for online invoicing with 100% reconciliation accuracy without manually logging into QuickBooks.

Is QuickBooks integration with Salesforce better than using third-party sync tools?

A native Salesforce QuickBooks Online integration is more secure and efficient than using external middleware tools to perform sync operations. It eliminates API limits, reduces sync failures, supports custom object mappings, and leverages Salesforce automation tools like Flows and Approvals. It also avoids the high cost and delays of third-party sync platforms with limited customization.

Can I automate QuickBooks invoicing and payment reminders from Salesforce?

Yes, you can completely automate QuickBooks invoice generation, payment reminders, and collection follow-ups directly from Salesforce. Using native Flows or scheduled automation, invoices are created instantly, payment status is tracked in real time, and overdue reminders are triggered automatically, improving cash flow and reducing manual intervention.