QuickBooks Salesforce integrationSee who has been invoiced and who has paid, without leaving the opportunity
Sales closes the deal in Salesforce. Finance invoices in QuickBooks. Then someone re-types the customer, and nobody in sales knows whether the invoice was paid. We connect the two: customers and invoices go from Salesforce to QuickBooks, and invoice and payment status come back to the record.
- Customers created in QuickBooks from Salesforce accounts
- Invoices raised from the opportunity, with its products
- Invoice and payment status back on the Salesforce record
900+ integrations completed · Salesforce partner · We sign BAAs
- • Invoice number and status
- • Balance and due date
- • Payments
- • Customer
- • Invoice
- • Line items
Deals in one system, money in another
When Salesforce and QuickBooks do not talk, customers are typed in twice, invoice details drift from the deal, and reps chase finance to find out if a customer has paid. Reports on revenue collected stay in a spreadsheet.
What it does
What the QuickBooks Salesforce integration handles
Customers from accounts
A closed-won opportunity creates or updates the customer in QuickBooks from the Salesforce account, matched so no duplicate is made.
Invoices from opportunities
The invoice built from the opportunity and its products, so amounts and line items match the deal.
Invoice status on the record
Open, paid or overdue status, the balance and the due date shown on the account and opportunity.
Payments into Salesforce
Payments recorded in QuickBooks brought back with their date and amount, including partial payments.
Products and items matched
Salesforce products mapped to QuickBooks items, so each line lands on the right item and income account.
Alerts and reports
Reps alerted when an invoice is paid or goes overdue, and collected revenue reported in Salesforce next to the pipeline.
App or custom build
There are QuickBooks connector apps on the AppExchange. Where one fits, we set it up and extend it. Where it does not, we build the connection with the QuickBooks Online API and Apex.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect QuickBooks to Salesforce.
AimingData that flows
QuickBooks Salesforce integration: both directions, field by field
- CustomerFrom the account, with billing address and contact
- InvoiceFrom the opportunity and its products
- Line itemsSalesforce products mapped to QuickBooks items
- Invoice number and statusOn the opportunity
- Balance and due dateKept up to date as payments come in
- PaymentsDate and amount, including partial payments
See your own QuickBooks + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
QuickBooks Salesforce integration: the hard parts, already solved
Customers already in QuickBooks
Existing customers are matched before anything is created, so finance does not end up with two records for one customer.
Tax
Tax is worked out in QuickBooks, by its own settings, and the totals come back to Salesforce.
Edits after invoicing
We agree which system owns the invoice once it is raised, so a change in Salesforce does not overwrite what finance has sent.
QuickBooks Online or Desktop
The build depends on which QuickBooks you use. We check yours on the free call.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the QuickBooks Salesforce integration goes live
- 1
Free call
We look at how your team uses QuickBooks today and what has to show up on the record.
- 2
Mapping
Which records sync, which fields match, which system owns each value, and what happens when they disagree.
- 3
Build and test
Built in a sandbox or test account and tested end to end before your team relies on it.
- 4
Go live
Switched on, your team walked through it, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the QuickBooks Salesforce integration is for
- Sales teams that need to see invoice and payment status on the deal
- Finance teams tired of re-typing customers from Salesforce
- Managers who want collected revenue reported next to the pipeline
QuickBooks Salesforce integration FAQ
Is there a native QuickBooks integration for Salesforce?
There are connector apps on the AppExchange. We set up the one that fits, or build the connection with the QuickBooks Online API where an app does not cover what you need.
Can reps see if an invoice is paid?
Yes. Invoice status, balance and payments come back to the Salesforce record.
Does it create invoices automatically?
It can. The invoice can be created when the opportunity closes, or by a button your finance team presses. You choose.
What about customers already in QuickBooks?
They are matched first, so the integration updates them instead of creating duplicates.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.