Salesforce and QuickBooks Online Integration
Streamline invoicing, payments, and more with Salesforce and QuickBooks Online integration. Eliminate double data entry and interdepartmental follow-ups to give time back to your teams for true business automation.
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Streamline Your Integration with Ready-to-Use Templates
Leverage our pre-built integration templates to connect Salesforce with QuickBooks Online seamlessly. This template automates workflows, reduces manual data entry, and accelerates business processes for enhanced efficiency.
Perfect for Order-to-Cash, Procure-to-Pay, and CRM-to-Accounting integrations.
Why Integrate Salesforce with QuickBooks Online
Faster Invoicing and Payments
Automation seamlessly syncs customer, order, and invoice data between saving time and preventing costly errors that can impact up to 30% of revenue.
Accelerate Growth
25% increase in operational efficiency post-integration.
Time Saved on Manual Data Entry
Up to 50% time saved in manual data movement
Unlock the Potential of Your Data with These Use Cases
Automated Invoicing
Automatically generate invoices in QuickBooks Online from closed Salesforce opportunities, reducing invoicing times.
Payment Reconciliation
Sync payment statuses between QuickBooks Online and Salesforce to ensure accurate financial reporting.
Customer Data Synchronization
Keep customer records consistent between Salesforce and QuickBooks Online for better account management.
Expense Tracking and Reporting
Sync expense-related data entered in Salesforce with QuickBooks Online for accurate financial reporting and analysis
Subscription Management
Automate recurring invoice generation in QuickBooks Online based on subscription or contract details managed in Salesforce.
Revenue Recognition
Automate revenue tracking by syncing deferred revenue entries for compliance and accurate reporting.
Key Data Fields Mapped for Seamless Integration
Salesforce
Quickbooks Online
Accounts
Customers
Contacts
Customers or Sub Customers
Products
Line Items
Orders
Sales Receipts
Expenses
Vendor Bills
FAQs
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
Yes, and you also have the flexibility to make it uni-directional.
This connector is compatible with QuickBooks Online only. See here for DBSync Salesforce - QuickBooks Desktop connector.
The solution is compatible with all major versions of Salesforce, including Unlimited, Professional, Enterprise, and Non-Profit editions.
You can generate following transactions in QuickBooks from Salesforce: Invoice, Sales Order, Sales Receipt, and Estimate. By using customization you can generate Credit Memo, Purchase Order, Timesheet transactions as well.
A transaction in QuickBooks will be created once an Opportunity in Salesforce is marked ‘Closed Won.’
Absolutely, DBSync is a completely flexible solution which can be customized for unique business processes.
Yes, DBSync supports product hierarchy within Salesforce.com as available in QuickBooks.
We support both complete and incremental synchronization. The connector automatically tracks the last record processed so that you can synchronize only the updated records and never miss a record.
Yes, you can install it on your Sandbox to test the integration and then switch to the production instance.
DBSync’s integration includes a scheduler, using which any process can be automated to run at predefined intervals. You can perform synchronizations as frequently as 5 minutes.
Definitely, 14-day free trial is available after completing the registration process
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