Salesforce and QuickBooks Online integration
Won in Salesforce, ready to send in QuickBooks
CRM Connector keeps Salesforce contacts and QuickBooks Online customers the same both ways, turns every won opportunity into a draft QuickBooks invoice, and brings every sent estimate into Salesforce as an opportunity sales can follow. Salesforce runs sales, QuickBooks Online keeps the books, and nobody retypes a sale.
- Official sign in for both
Contacts both ways, won opportunities into draft invoices
At a glance
Contacts stay the same on both sides, won opportunities arrive as draft invoices and sent estimates as opportunities.
What syncs
- ContactsBoth ways
- Won opportunities into draft invoicesOne way
- Sent estimates into opportunitiesOne way
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Salesforce or QuickBooks Online leads when the same record changed in both since the last sync.
Options for Salesforce and QuickBooks Online
- Everyone, customers only or leads only
- Only opportunities won from a date you pick
- Only opportunities above an amount you pick
Record by record
What syncs between Salesforce and QuickBooks Online
Which Salesforce field matches which QuickBooks Online field, and what each change does.
Fields- First nameBoth waysGiven name
- Last nameBoth waysFamily name
- Account nameWhen createdCompany name
- EmailBoth waysPrimary email
- Business phone, or mobileBoth waysPrimary phone
- Mailing addressBoth waysBilling address
- On a won opportunityEach works it outHas paid invoices
- Lead sourceOnly in SalesforceNot in QuickBooks Online
It happens in Salesforce, then in QuickBooks Online
A new contact
Looked for in QuickBooks on the exact email. Updated when found, created only when nothing matches.
Name, email, phone or address changes
The same change is made to the QuickBooks customer on the next sync.
The company changes later
Not carried: the account name reaches QuickBooks when the customer is created.
Ask your AI assistant
Ask ChatGPT or Claude about Salesforce and QuickBooks Online
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
Ready to connect Salesforce and QuickBooks Online?Start your 7 day free trial
Sign in to Salesforce and QuickBooks Online, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.