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

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 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.

Compare Products

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)
Disclosures