Salesforce
Salesforce + QuickBooks® Integration
Sync Salesforce CRM with QuickBooks® to auto-create invoices, track payments, and align sales with accounting
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Integration
Connect Salesforce and QuickBooks®
From CRM to Accounting — Fully Synced
Eliminate manual data entry between your sales and finance systems
QBIS integrates Salesforce and QuickBooks®, giving your teams real-time visibility into invoices, payments, and customers.
- Auto-create invoices from Salesforce Opportunities
- Sync contacts, accounts, and products into QuickBooks®
- Choose one-way or two-way syncing
- Customize field mapping based on your workflows
Empower Sales & Finance Collaboration
Bridge Your Sales and Accounting Teams
Sales shouldn’t stop at “Closed-Won.” QBIS keeps the deal moving by pushing Salesforce data into QuickBooks® with precision:
- Salesforce Opportunities → QuickBooks® Invoices
- Contacts & Accounts → Customers
- Products & Services → Line items in QuickBooks®
- Tags & Notes → QB® classes and memo fields
- Payment status sync to keep sales updated
Live Syncing for Accurate Accounting
Always-On Sync Between Salesforce & QuickBooks®
QBIS keeps your accounting data fresh with every update in Salesforce. Whether using QuickBooks® Online or Desktop, enjoy seamless, real-time syncing.
- Compatible with QuickBooks® Pro, Premier, Enterprise & Online
- Real-time or scheduled sync options
- Supports hosted QuickBooks® setups (e.g., Right Networks)
- Avoid duplication and reduce reporting delays
Looking for a Best Services for your business?
FAQs
Yes, QBIS supports QuickBooks® Online and Desktop versions.
Yes, you can choose between one-way or two-way syncing.
Yes. You can auto-generate QuickBooks® invoices when an opportunity is marked "Closed Won".
They are matched and synced with QuickBooks® customers automatically — with deduplication.
Yes, our integration allows advanced field mapping to suit any workflow.
Contact Information
USA Address (HQ)
15500 Voss Road, Suite #636 Sugar Land, TX 77498
India Address
QBIS Solution, India
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