The most popular small business accounting software with invoicing, expense tracking, payroll, and tax preparation features.
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Full ReviewConnecting QuickBooks with Salesforce bridges the gap between your sales pipeline and financial operations. When deals close in Salesforce, invoice and payment data should flow to QuickBooks without manual data entry. This integration ensures that your finance team has accurate records and your sales team has visibility into payment status.
Several native and third-party options exist for this integration. Salesforce AppExchange offers connectors like DBSync, Breadwinner, and Commercient that provide deep QuickBooks-Salesforce sync. Zapier and Make offer simpler point-to-point automations. For enterprise needs, custom API development provides full control over the data flow between the two platforms.
This integration is critical for organizations that want to eliminate duplicate data entry, reduce invoicing delays, and give sales reps visibility into whether customers have paid without needing QuickBooks access.
| Method | Difficulty | Features |
|---|---|---|
| AppExchange Connector (Breadwinner, DBSync) | Medium | Bidirectional sync of invoices, payments, products, and customers |
| Zapier | Easy | Basic triggers and actions for invoices, customers, and payments |
| Make (Integromat) | Medium | Multi-step workflows with data transformation |
| API (Custom) | Hard | Full control via QuickBooks and Salesforce REST APIs |
Go to the Salesforce AppExchange and search for "QuickBooks." Evaluate options like Breadwinner for QuickBooks, DBSync, or Commercient based on your sync requirements and budget.
Click Get It Now on your chosen connector. Install the managed package in your Salesforce org. Follow the setup wizard to configure the initial connection.
In the connector's setup page within Salesforce, click Connect to QuickBooks. Sign in to your QuickBooks Online account and authorize the connection. Select the QuickBooks company file to use.
Configure how Salesforce objects map to QuickBooks entities: Accounts to Customers, Products to Items, Opportunities to Invoices or Estimates. Map individual fields including custom fields.
Define sync direction (one-way or bidirectional), conflict resolution rules, and sync frequency. Configure which record types trigger automatic syncing versus manual sync.
Run a test sync with a small set of records. Verify data accuracy in both systems. Enable production sync once validated.
| Data Type | Direction | Frequency |
|---|---|---|
| Customers / Accounts | Bidirectional | Real-time or scheduled |
| Invoices | Bidirectional | On creation/update |
| Payments | QuickBooks → Salesforce | On receipt |
| Products / Items | Bidirectional | On change |
| Estimates / Quotes | Salesforce → QuickBooks | On creation |
When a Salesforce opportunity moves to "Closed Won," the integration automatically creates a QuickBooks invoice with the correct line items, pricing, and customer details. The finance team receives a ready-to-send invoice without any manual data transfer.
When a customer pays an invoice in QuickBooks, the payment status syncs back to Salesforce. Sales reps can see outstanding balances on account records, helping them manage renewals and upsells with full financial context.
Ensure that all products referenced in the Salesforce opportunity exist as Items in QuickBooks. Product names or SKUs must match between systems. Check the connector's error log for specific field-level validation failures.
The integration matches customers by name or email. If company names differ between Salesforce and QuickBooks, records will not link. Configure a custom matching field or manually map mismatched records during initial setup.
QuickBooks Online API rate limits (500 requests per minute) can throttle high-volume syncs. Complex Salesforce CPQ configurations with discounts, bundles, and custom pricing may not map cleanly to QuickBooks line items. QuickBooks Desktop is not supported by most cloud-based connectors and requires separate middleware. Multi-currency transactions require matching currency settings in both platforms. AppExchange connectors typically require a paid subscription on top of your QuickBooks and Salesforce licenses.
These platforms can help you connect QuickBooks and Salesforce without writing code:
