Salesforce and QuickBooks Online
Every won Salesforce opportunity, a QuickBooks invoice to send
Every opportunity won in Salesforce becomes a draft QuickBooks Online invoice for its primary contact, and an estimate sent from QuickBooks becomes an opportunity that follows it, so sales and finance see the same sale.
- A draft for the primary contact
- QuickBooks quotes followed in Salesforce
- Official sign in for both
Contact in SalesforceDana ReyesNorthwind DentalNew- Opportunity in SalesforceAnnual service plan$12,000Negotiation
Invoice in QuickBooks OnlineDana Reyes$12,000Not created
Every step runs on its own, on each sync.
How it works
From a quote to a draft invoice
What happens on every sync, and where your team takes over.
- 1In Salesforce
Your contacts stay the same in both
- Contacts go from Salesforce into QuickBooks Online, or both ways if you like, so a won opportunity's invoice finds its customer.
- 2In QuickBooks Online
Quotes go out, sales follows
- Optional. A QuickBooks estimate that is sent becomes a Salesforce opportunity named after it, in your first open stage.
- Accepted moves it to your first won stage; declined or expired to your first lost stage.
- 3In Salesforce
The opportunity is won
- A draft invoice is created in QuickBooks Online for the opportunity's primary contact, dated the day it closed, with one line for its amount.
- An opportunity that came from a QuickBooks quote is never invoiced again: QuickBooks turns the quote into the invoice itself.
- 4In QuickBooks Online
You send it
- Nothing reaches your customer until you send the invoice from QuickBooks Online.
Ready when you are
Create this setup in one click
This button sets up the integration for you in CRM Connector, with everything on this page already chosen. All that is left is connecting your two systems and pressing start.
Filled in for you
- Contacts, Salesforce into QuickBooks Online
- Won opportunities become draft invoices
- The setup opens, filled inSalesforce and QuickBooks Online are chosen and the record types below are ticked, exactly as on this page.
- No account yet? No problemSign in or create an account first, and you land straight back in this setup afterwards.
- You connect and checkSign in to both systems, look over the fields and filters, and change anything you like. Nothing syncs until you press Start syncing.
Set it up your way
Your choice, your rules
Pick the flow that matches how you quote today, or run both.
Where your quotes start
- For teams that run the whole sale in Salesforce.
- Every won opportunity becomes a draft QuickBooks invoice.
Both can run, each in its own integration. An opportunity made from a QuickBooks quote is never turned into a second invoice.
What you decide
From which date
Only opportunities won on or after the date you pick become invoices (60 days back by default). Older wins never do.
From which amount
Optionally only opportunities worth at least an amount you set, compared in the opportunity's own currency.
A primary contact
An invoice needs a customer, so an opportunity waits until it has a primary contact.
Also works with
Not on QuickBooks Online?
Won Salesforce opportunities become draft invoices in these accounting systems too.
Get started
Set it up in about five minutesEvery plan starts with a 7 day free trial
The setup opens with Salesforce and QuickBooks Online and every record type on this page filled in. Connect both systems, check it, and watch the first sync run.