CRM Integration
Salesforce QuickBooks Integration Services
Automate your sales and accounting processes with our two-way Salesforce QuickBooks integration services. We securely connect Salesforce CRM with QuickBooks Online and QuickBooks Desktop, allowing business data to synchronise automatically in both directions.
Whether customer records, invoices, products, sales orders or payments are created in Salesforce or QuickBooks, they remain synchronised across both systems in real time. Reduce manual data entry, eliminate duplicate records and improve financial accuracy with a secure bi-directional integration.
What's included
- Two-Way Data Sync
- Salesforce CRM
- QuickBooks Online
- QuickBooks Desktop
- Customer Sync
- Invoice Sync
- Product Sync
- Payment Sync
- Sales Order Sync
- Ongoing Support
Professional Salesforce QuickBooks integration
Salesforce CRM is one of the world's leading customer relationship management platforms, while QuickBooks is trusted by businesses for accounting and financial management. Many organisations struggle with duplicate data entry because customer information, invoices and payment details have to be entered separately into both systems. That manual process increases operational costs, consumes time and often results in inaccurate financial records.
Our integration services eliminate these challenges by creating a secure bi-directional synchronisation between Salesforce CRM and QuickBooks. Information entered into Salesforce can automatically update QuickBooks, while changes made in QuickBooks synchronise back into Salesforce. Both your sales team and your accounting department always work with accurate, real-time information.
Whether you use QuickBooks Online or QuickBooks Desktop, we build customised integrations that automate customer synchronisation, invoice creation, payment updates, product synchronisation, sales order management and financial reporting.
Our Salesforce QuickBooks integration services
Every integration is tailored to your sales process, accounting workflow and reporting requirements.
Two-Way Integration
Synchronise customer records, invoices, payments, products and sales data automatically in both directions.
QuickBooks Online Integration
Connect Salesforce CRM with QuickBooks Online using secure APIs for real-time synchronisation.
QuickBooks Desktop Integration
Reliable integrations for QuickBooks Desktop using the QuickBooks SDK and Web Connector.
Customer & Contact Sync
Automatically synchronise Accounts, Customers and Contacts between Salesforce and QuickBooks.
Invoice & Payment Sync
Keep invoices, payment status and financial records synchronised without manual updates.
Product & Sales Order Sync
Synchronise products, sales orders and inventory information for consistent business data.
Custom Workflow Automation
We customise the synchronisation process to your CRM, accounting and business workflows.
API Development & Integration
Secure REST API integrations between Salesforce and QuickBooks with enterprise-grade performance.
Maintenance & Technical Support
Continuous monitoring, troubleshooting, API updates and long-term support.
Benefits of two-way synchronisation
Instead of entering the same data twice, both systems stay synchronised in real time.
Two-Way Data Synchronisation
Changes in Salesforce update QuickBooks, and updates in QuickBooks synchronise back — both systems hold identical information.
Eliminate Duplicate Data Entry
Avoid entering customers, invoices, products and payment details into multiple systems.
Real-Time Customer Sync
Customer accounts, contacts and business information stay synchronised without manual updates.
Automatic Invoice Sync
Invoices raised in either system appear in the other, with payment status kept current.
Related integrations
Zoho & QuickBooks
Transfer contacts, quotes, products, accounts, sales orders and invoices.
Learn moreVtiger & QuickBooks
Bidirectional contact sync, scheduled inserts and mapping templates.
Learn moreSuiteCRM & QuickBooks
Sync items, invoices, contacts, customers and quotes with audit logging.
Learn moreNext step
Ready to move forward with Salesforce & QuickBooks?
Tell us about your current process and what you need the software to do. We will come back with a practical approach, a timeline and a cost.