Already have Salesforce and Quickbooks?

Sync your existing products.

Salesforce Integration for QuickBooks brings your existing data together so you can get deeper business insights and focus on what matters most: getting more business.

To order, call us at:

(888) 591-6059

  • How Salesforce Integration helps you

    By connecting sales data with your accounting data, you can make better business decisions, see sales patterns, know which products are getting the most service calls and warranties claims, and better forecast the product mix when making purchasing decisions.

    You can also:

    • See open balances and credit limits from within Salesforce
    • View sales histories for each prospect or customer
    • Track every customer touch point
    • Enter data once and it's automatically updated in both Salesforce and QuickBooks1
    • Minimize duplication and data entry errors
    Salesforce Integration Overview Video

    Getting started is easy

    Salesforce Integration for QuickBooks is an application that automatically syncs information between your existing Salesforce Professional or Group Edition account and your existing QuickBooks company file1.

    With easy step-by-step instructions, you can run a one-time set up and sync. Afterwards, you only need to enter data in one place and it's updated in the other, saving you time and trouble.

  • Data Sheet (PDF) Download here

    Questions or to order, call:

    (888) 591-6059

    Compare Editions

    • Group Edition

      $25 per company/month

    • Professional Edition

      $45 per company/month

    • Enterprise Edition

      $65 per company/month

    Features
    • QuickBooks customers and jobs sync to Salesforce accounts
    • Configurable sync options
    • View QuickBooks customer details in Salesforce — open balance, credit limit, estimates, sales orders, invoices
    • Intuit online, email and phone support
    • Create transactions in QuickBooks from Salesforce — estimates, sales orders2, invoices, sales receipts (available in Professional and Enterprise Editions only)
    • QuickBooks Items sync to Salesforce products (available in Professional and Enterprise Editions only)