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finance-marqvisi
Level 1

How to connect to salesforce? Is there a way to integrate?

 
4 Comments 4
AileneA
Moderator

How to connect to salesforce? Is there a way to integrate?

I can guide you through the process of integrating QuickBooks Online with Salesforce, marqvisi.

 

Connecting QuickBooks Online with Salesforce requires a third-party integration tool or service, as the two platforms do not have a direct integration path. To do so, go to the Apps for QuickBooks Online page to check for Salesforce integration in QuickBooks. 

 

Here's how: 

 

  1. Head to the Apps for QuickBooks Online page at this link.
  2. Type any keyword in the search field. Example: Integrate Salesforce to QuickBooks Online. 
  3. Press the Enter key on your keyboard.

 

On the other hand, you may want to contact the Salesforce support team or our dedicated Intuit Development Support team for assistance to get help integrating the data into QuickBooks Online to make the integration process easier. 

 

To learn more about allowing third-party app integration into QuickBooks, check out this article: Allowing Third-Party Access to Your Company File

 

If you have any questions or concerns about integrating Salesforce into QuickBooks, don't hesitate to leave a reply below. I'm more than happy to assist you in any way I can. Take care!

4Gal
Level 11

How to connect to salesforce? Is there a way to integrate?

MichaelTomar
Level 2

How to connect to salesforce? Is there a way to integrate?

You can use Skyvia to connect Salesforce and Quickbooks, there is also a video guide about integration

GilbertFox33
Level 3

How to connect to salesforce? Is there a way to integrate?

Hi,

 

there are several approaches to integrating QuickBooks with Salesforce:

 

1. Third-party integration tools that facilitate data synchronization.
2. Custom API integration – respective APIs for tailored data exchange.
3. Middleware platforms. Enterprise-grade solutions that act as intermediaries for more complex integrations.
4. Manual CSV Import/Export – a non-automated approach for periodic data transfers.

Each method has its advantages and limitations, depending on your specific requirements.

 

Check this article -> https://blog.skyvia.com/salesforce-quickbooks-integration-3-ways/ it will be useful in determining the most suitable approach for your needs.

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