The Salesforce and QuickBooks integration app offers a powerful, automated solution to synchronize financial data and streamline business operations.
The Salesforce and QuickBooks integration app offers a powerful, automated solution to synchronize financial data and streamline business operations.
Effortlessly sync records between Salesforce and QuickBooks keeping your records consistent with two-way syncing of invoices, payments, products, and other financial data.
Changes are instantly synced between QuickBooks Online and Salesforce in both directions. Send to QuickBooks and retrieve from QuickBooks with live, two-way integration.
Directly generate invoices from Opportunities, Orders, or any custom Salesforce objects. Choose your preferred invoice creation source in the Invoice Settings.
Sync records immediately on demand using the Run Batch Now button. Admins can build hourly, daily, weekly, or monthly sync schedules with Batch Scheduler.
Sync every object across Salesforce and QuickBooks Online, including Invoices, Payments, Accounts, Orders, Credit Notes, Quotes, Opportunities, Products, Estimates, Projects, and Customers. Admins can choose exactly which objects to sync.
Track sync status, progress, and schedules, view detailed logs and troubleshoot any errors from a centralized dashboard.
Connect sandbox, production accounting systems, and multiple QuickBooks securely with Salesforce. Admins can set up and manage separate environments within the Connection Settings, ensuring complete control over testing, deployment, and maintenance of Salesforce QuickBooks integration.
Install and start integrating Salesforce with QuickBooks in minutes without code configuration. Designed by Application House for both technical and non-technical users.
Opportunity ↔ Invoice
Opportunity Product ↔ Invoice Line
Invoice ↔ Invoice (QBO)
Invoice Line ↔ Invoice Line (QBO)
Account ↔ Customer (QBO)
Contact ↔ Customer (QBO)
Product ↔ Item (QBO)
Payment ↔ Payment (QBO)
Payment Line (Invoice) ↔ Payment Line (QBO)
Credit Memo ↔ Credit Memo (QBO)
Credit Memo Line ↔ Credit Memo Line (QBO)
Opportunity ↔ Estimate (QBO)
Opportunity ↔ Product Estimate Line (QBO)
Refund ↔ Refund Receipt (QBO)
Refund Line Invoice ↔ Refund Receipt Line (QBO)
Install the App now & Experience Instant Syncing!
Start your successful Salesforce journey with us →These are the questions we hear a lot and you’ll find the answers below. But if you have others, please don’t hesitate to contact us – we’re here to help.
All data transferred through the QuickBooks to Salesforce App is encrypted using secure TLS/SSL protocols. Users have complete control over permissions and which records are synced.
This QuickBooks Salesforce Connector is specifically designed for QuickBooks Online. If you are using QuickBooks Desktop, reach out to our team for recommendations. Book a free consultation with Application House!
Yes, you have complete control through field-level mapping and object-level settings. Admins can configure the settings and sync only what is relevant to your business.
Not at all. Syncs are optimized to run in the background without impacting the system's performance or user experience.
Any errors during the QuickBooks Salesforce sync are logged in detail. You can review error reports in the dashboard and re-run syncs after resolving issues, ensuring data accuracy and transparency.
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