Salesforce Integration for QuickBooks syncs information between your existing Salesforce account and your existing QuickBooks company file. You only need to enter data in one place and it’s updated in the other, saving you time and trouble.
Accounts tab - integration
Now your QuickBooks customers can sync to Salesforce accounts – You only need to enter data once, saving you time and trouble.
Customer information - financial info
Now important financial information comes over to Salesforce from QuickBooks - the open balance and credit limit.
Actions in Salesforce can trigger a transaction to be created in QuickBooks. (Professional Edition only)
Support & FAQ
Submit a ticket any time 24/7 and we will contact you within one business day.
Check out the most frequently asked questions below: Expand all
How does seamless integration between QuickBooks and Salesforce data work?
Salesforce for QuickBooks automatically syncs information between the QuickBooks Company file and Salesforce account. Sales reps only need to enter data in one place and it’s updated in the other, saving time and trouble. In addition, sales reps see up-to-date QuickBooks item pricing and availability (professional edition only), sales histories, open balances and credit limits together with Salesforce sales and customer account details.
What QuickBooks versions does Salesforce Integration for QuickBooks work with?
Integrates with QuickBooks Pro and Premier desktop 2011 and later, QuickBooks Online versions and QuickBooks Enterprise v11.0 and later, each sold separately; not compatible with QuickBooks Simple Start or QuickBooks Mac.