Salesforce

Salesforce + QuickBooks Integration

Sync Salesforce CRM with QuickBooks to auto-create invoices, track payments, and align sales with accounting

Schedule Call Now
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?

Contact Now

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

India Address
QBIS Solution, Ahmedabad,
Gujarat India 382350
USA Address
15500 Voss Road, Suite #636 Sugar Land, TX 77498

Request a Quote