Integrate Salesforce with QuickBooks Online

Appy Pie Connect allows you to automate multiple workflows between Salesforce and QuickBooks Online

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

QuickBooks Online Integrations
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Best Salesforce and QuickBooks Online Integrations

  • Salesforce Integration QuickBooks Online Integration

    Salesforce + QuickBooks Online

    Create Customers in QuickBooks Online from Salesforce Accounts Read More...
    Close
    When this happens...
    Salesforce Integration New Account
     
    Then do this...
    QuickBooks Online Integration Create Customer

    Salesforce is one of the most effective customer relationship management tools that covers all aspects of customer interface from sales and marketing to customer service. When you connect your QuickBooks Online to Salesforce, you add more value to your business. Once this integration is set up, Appy Pie Connect will automatically add new Salesforce accounts to QuickBooks Online as new customers.

    Note: This integration doesn't add accounts into QuickBooks Online that already exist, but only the new accounts after you've set it up.

    How It Works
    • A new Salesforce account is created
    • Appy Pie Connect adds that account to QuickBooks Online as a new customer.
    What You Need
    • A Salesforce account
    • A QuickBooks Online account
  • Salesforce Integration QuickBooks Online Integration

    Salesforce + QuickBooks Online

    Create Customer to QuickBooks Online from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Salesforce Integration QuickBooks Online Integration

    Salesforce + QuickBooks Online

    Create Invoice to QuickBooks Online from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    QuickBooks Online Integration Create Invoice
  • Salesforce Integration QuickBooks Online Integration

    Salesforce + QuickBooks Online

    Update Invoice in QuickBooks Online when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    QuickBooks Online Integration Update Invoice
  • Salesforce Integration QuickBooks Online Integration

    Salesforce + QuickBooks Online

    Create Sales Receipt to QuickBooks Online from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    QuickBooks Online Integration Create Sales Receipt
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + QuickBooks Online in easier way

It's easy to connect Salesforce + QuickBooks Online without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & QuickBooks Online Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick QuickBooks Online as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to QuickBooks Online.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and QuickBooks Online

I will start my article by introducing Salesforce and QuickBooks Online, what they are and how they work.

Salesforce is a cloud-based CRM (customer relationship management. top that allows businesses to manage their customer contacts, leads, opportunities, accounts, etc.

QuickBooks Online is a cloud-based accounting top that helps small businesses with bookkeeping, invoicing, billing, payrpl services, accounting, etc.

Now I can talk about the integration of Salesforce and QuickBooks Online. Integration means the process of connecting two or more applications together so that data can be shared and synchronized. Salesforce has a few different types of integrations with QuickBooks Online. For example, there is an integration between Salesforce and QuickBooks Online to synchronize contact records. This makes it easy for sales reps to create leads and opportunities in QuickBooks Online from Salesforce or vice versa. Sales reps can also link accounts in Salesforce with customers in QuickBooks Online so that all relevant information can be shared between the two applications. For example, if a new customer signs up for your product who has already been doing business with you for the last few years, you can link your customer in Salesforce with your customer in QuickBooks Online. This way, you will be able to see all the transactions in QuickBooks Online associated with this person. There are many other integrations between these two applications but these are some of the most important ones.

Benefits of Salesforce and QuickBooks Online integration include:

  • Improved productivity. Businesses can quickly access all relevant customer information so that they can serve their customers better. They can also avoid redundant tasks such as creating or updating records manually.
  • Increased efficiency. Businesses can improve their employee efficiency by reducing manual activities and saving time. For example, when a new customer signs up for your product, you can update all relevant account information automatically instead of updating the information multiple times across various applications.
  • Reduced costs. Integrating multiple applications reduces costs because organizations don’t have to hire additional employees to update information manually. Additionally, integrating applications reduces the need for multiple subscriptions which can save organizations money. For example, if you use both Salesforce and QuickBooks Online and want to use their integrations, you would need to subscribe to both of these platforms which is costly. However, if these two platforms are integrated, you would only need one subscription for both platforms which is cheaper.

In conclusion, Salesforce and QuickBooks Online integration is beneficial to businesses because it saves time, money and improves productivity and efficiency for businesses.

The process to integrate Salesforce and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.