Connect and Integrate
Salesforce with QuickBooks

Connect Salesforce to QuickBooks and watch how much smoother your workflows can become with automation.

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Explore workflows

Easy Steps to Connect
Salesforce and QuickBooks

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Select a trigger in Salesforce

Choose an event in Salesforce like “Opportunity Closed Won,” to set off your automation.

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Automate an Action in QuickBooks

Connect your QuickBooks account and select an action like “Record Payment” to make your work flow.

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Customize the Workflow

Build your Salesforce - QuickBooks automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Salesforce and QuickBooks
to Automate these Workflows

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Create Stripe customers from new QuickBooks invoices

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Generate Stripe payment links for QuickBooks payments

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Process Stripe payments into QuickBooks payments

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Generate Stripe payment links for new QuickBooks invoices

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Manage Stripe charges by creating QuickBooks invoices

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QuickBooks

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses streamline sales, service, marketing, and commerce operations. It helps teams to manage customer interactions, automate workflows, and build custom apps on the Salesforce Lightning platform. With AI-powered tools like Salesforce Einstein, it is a popular CRM that supports data-driven decisions, making it ideal for businesses of all sizes.
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About QuickBooks

QuickBooks is a cloud-based accounting software developed by Intuit, designed primarily for small and medium-sized businesses. It lets users automate financial tasks like bookkeeping, invoicing, expense tracking, payroll, and inventory management. QuickBooks can also help businesses generate financial reports, manage taxes, and track income and expenses efficiently.
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