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