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QuickBooks Online

QuickBooks Online and Salesforce Integration

Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Generate invoices and automatically process payments in QuickBooks Online. Do much more by connecting QuickBooks Online and Salesforce.

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Popular Integrations

Salesforce - New Contact QuickBooks Online - Add or Update a Customer

Add new Salesforce contacts to QuickBooks as customers

Are you manually moving your contacts from your CRM and adding them to your invoicing software? This readymade Salesforce & QuickBooks integration template can be a huge time saver for you.

With this integration, a new customer will be created in QuickBooks for every new contact in Salesforce. You can map the data fields like email address, first name, last name, phone, etc.

Just connect your Salesforce & QuickBooks accounts in Automate.io, activate this Bot and you are done.

How it works

  • Step 1:

    This Bot runs whenever a new contact is added in Salesforce

  • Step 2:

    It adds or updates a new customer in QuickBooks with the relevant data mapped

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QuickBooks Online - New Invoice Salesforce - Add or Update an Opportunity

Create opportunities in Salesforce on new invoices in QuickBooks Online

Automatically create an opportunity in Salesforce whenever there is a new invoice in QuickBooks Online with this readymade QuickBooks Online to Salesforce integration template.

While setting up your integration, first, connect your QuickBooks Online and Salesforce accounts to Automate.io. Then map the required fields from QuickBooks Online's Output Fields to the Input Fields in Salesforce. These can be Customer Name, Invoice Number, Invoice Date, Line Item Amount, Billing and Shipping Address details, etc.

Instead of creating a new opportunity, if you already have one in your Salesforce account, you can update it with the help of the 'Update' section in Salesforce's Input fields. After setting up the integration, turn it ON and proceed to test it out. Automate.io will take over from there and do all the work for you.

How it works

  • Step 1:

    This Bot triggers whenever there is a new invoice in QuickBooks Online.

  • Step 2:

    Automate.io creates or updates an opportunity in Salesforce.

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QuickBooks Online - New Customer Salesforce - Add or Update an Account

Create or update an account in Salesforce on a new customer in QuickBooks Online

Every time you have a new customer in QuickBooks Online, you can automatically create or update an account in Salesforce with this readymade QuickBooks Online to Salesforce integration template.

Setting up your integration is very simple. First, connect your QuickBooks Online and Salesforce accounts to Automate.io. Then from the Output Fields in QuickBooks Online, map the fields you need to Salesforce's Input Fields. These can be customer fields such as Customer First Name, Customer Last Name, Customer Email Address, Phone Number, Billing, and Shipping Address details, etc.

This template also gives you the flexibility to update an existing account in Salesforce. For that, make use of the 'Update' section in Salesforce's Input Fields. After you're done with setting up the integration, turn it ON and proceed to test it out. Automate.io will start to work its magic from there and do all the work for you.

How it works

  • Step 1:

    This Bot triggers whenever there is a new customer in QuickBooks Online.

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Salesforce - New Account QuickBooks Online - Add or Update a Customer

Create or update a customer in QuickBooks Online on a new account in Salesforce

This readymade Salesforce to QuickBooks Online integration template will automatically create or update a customer in QuickBooks Online for every new account created in Salesforce.

To get started with this integration, first, connect your Salesforce and QuickBooks Online accounts to Automate.io. Then from the Output Fields in Salesforce map the fields you need such as Account Name, Account Description, Account Phone, Account Billing and Shipping Addresses, etc. to QuickBooks Online.

You can even update a customer in QuickBooks Online if you already have one with the help of 'Update if existing' and 'Check duplicate based on' fields in its Input Fields. After setting up the integration, turn it ON and proceed to test it out. Then, Automate.io does what it does best—automates your work for you.

How it works

  • Step 1:

    This Bot triggers whenever there is a new account in Salesforce.

  • Step 2:

    Automate.io creates or updates a customer in QuickBooks Online.

Read More
QuickBooks Online - New Customer Salesforce - Add or Update a Lead

Add or Update a Lead in Salesforce on a New Customer in QuickBooks Online

QuickBooks Online - New Customer Salesforce - Add or Update a Contact

Add or Update a Contact in Salesforce on a New Customer in QuickBooks Online

Salesforce - New Lead QuickBooks Online - Add or Update a Customer

Add or Update a Customer in QuickBooks Online on a New Lead in Salesforce

Salesforce - New Custom Object QuickBooks Online - Add or Update a Customer

Add or Update a Customer in QuickBooks Online on a New Custom Object in Salesforce

Looking for something else?


Create your own Integration

Connect QuickBooks Online and Salesforce the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Salesforce - New Contact

    New Contact

    Triggers when there is a new Contact
  • Salesforce - New Custom Object

    New Custom Object

    Triggers when there is a new Custom Object (of the type selected) is created
  • Salesforce - New Lead

    New Lead

    Triggers when there is a new Lead
  • Salesforce - Updated Opportunity

    Updated Opportunity

    Triggers when an existing Opportunity is updated
  • Salesforce - New Opportunity

    New Opportunity

    Triggers when there is a new Opportunity
  • Salesforce - New Task

    New Task

    Triggers when there is a new Task
  • Salesforce - New Account

    New Account

    Triggers when there is a new Account
  • Salesforce - Updated Opportunity Property

    Updated Opportunity Property

    Triggers when an existing Opportunity's property is updated
  • Salesforce - New Event

    New Event

    Triggers when there is a new Event
  • Salesforce - Updated Lead

    Updated Lead

    Triggers when an existing Lead is updated
  • Salesforce - Updated Account

    Updated Account

    Triggers when an existing Account is updated
  • Salesforce - Updated Custom Object

    Updated Custom Object

    Triggers when an existing Custom Object is updated
  • Salesforce - Updated Contact

    Updated Contact

    Triggers when an existing Contact is updated
  • Salesforce - Updated Contact Property

    Updated Contact Property

    Triggers when an existing Contact's property is updated
  • Salesforce - Updated Account Property

    Updated Account Property

    Triggers when an existing Account's property is updated
  • Salesforce - New Case

    New Case

    Triggers when there is a new Case
  • Salesforce - New Note

    New Note

    Triggers when there is a new Note
  • Salesforce - Updated Opportunity Stage

    Updated Opportunity Stage

    Triggers when an existing Opportunity's Stage is changed
  • Salesforce - New Case Comment

    New Case Comment

    Triggers when there is a new Comment on a Case
  • QuickBooks Online - New Expense

    New Expense

    Triggers when a new Expense is created
  • QuickBooks Online - New Bill

    New Bill

    Triggers when a new Bill is created in Expenses
  • QuickBooks Online - New Customer

    New Customer

    Triggers when a customer is created
  • QuickBooks Online - New Journal Entry

    New Journal Entry

    Triggers when a new Journal Entry is created
  • QuickBooks Online - New Payment

    New Payment

    Triggers when a payment is received
  • QuickBooks Online - New Purchase Order

    New Purchase Order

    Triggers when a new Purchase Order is created
  • QuickBooks Online - New Invoice Line Item

    New Invoice Line Item

    Triggers when there is a new Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • QuickBooks Online - New Sales Receipt

    New Sales Receipt

    Triggers when you add a new Sales Receipt
  • QuickBooks Online - New Account

    New Account

    Triggers when you add a new Account
  • QuickBooks Online - Invoice Updated

    Invoice Updated

    Triggers when an existing Invoice gets Updated
  • QuickBooks Online - New Invoice

    New Invoice

    Triggers when you add a new Invoice
  • QuickBooks Online - New Estimate

    New Estimate

    Triggers when a Estimate is added
  • QuickBooks Online - Modified Customer

    Modified Customer

    Triggers when a customer data is modified
  • QuickBooks Online - Bill Due

    Bill Due

    Triggers when a Bill is nearing/past Due date by a specified number of days.
  • QuickBooks Online - Invoice Due

    Invoice Due

    Triggers when an Invoice is nearing/past Due date by a specified number of days.
  • QuickBooks Online - New Vendor

    New Vendor

    Triggers when a Vendor is added

Do this

ACTIONS
  • QuickBooks Online - Add or Update a Customer

    Add or Update a Customer

    Creates a customer, updates existing one based on Display name
  • QuickBooks Online - Add an Invoice

    Add an Invoice

    Creates an invoice for a customer
  • QuickBooks Online - Add a Payment

    Add a Payment

    Creates a Payment for a Customer
  • QuickBooks Online - Add a Sales Receipt

    Add a Sales Receipt

    Creates a sales invoice for a customer
  • QuickBooks Online - Add a Vendor

    Add a Vendor

    Creates a new Vendor
  • QuickBooks Online - Add a Purchase Order

    Add a Purchase Order

    Add a Purchase Order
  • QuickBooks Online - Add an Expense (account based)

    Add an Expense (account based)

    Add an expense (account line support)
  • QuickBooks Online - Add a Credit Note

    Add a Credit Note

    Add a Credit Note
  • QuickBooks Online - Add a Product or Service

    Add a Product or Service

    Creates a new Product/Service
  • QuickBooks Online - Add a Journal Entry

    Add a Journal Entry

    Add a Journal Entry
  • QuickBooks Online - Add Line Item To Invoice

    Add Line Item To Invoice

    add a new line item to an existing invoice
  • QuickBooks Online - Add Note

    Add Note

    Add Note to a Resource
  • QuickBooks Online - Add a Bill

    Add a Bill

    Add a bill to a vendor
  • QuickBooks Online - Add a Cheque

    Add a Cheque

    Add a Cheque
  • QuickBooks Online - Add a Refund Receipt

    Add a Refund Receipt

    Adds a Refund Receipt
  • QuickBooks Online - Add an Estimate

    Add an Estimate

    Add an Estimate
  • QuickBooks Online - Add Time Activity

    Add Time Activity

    Add Time Activity
  • QuickBooks Online - Add an Expense (item based)

    Add an Expense (item based)

    Add an expense
  • QuickBooks Online - Search a Customer

    Search a Customer

    Searches for a Customer based on Name or Email
  • QuickBooks Online - Update Bill

    Update Bill

    Updates an existing Bill
  • QuickBooks Online -  Search a Product or Service

    Search a Product or Service

    Searches for products/service based on name. Use this to dynamically add line items to Invoice/Bill/Expense.
  • QuickBooks Online - Search Vendors

    Search Vendors

    Searches for a Vendor based on Name, Email or Id
  • QuickBooks Online - Send Invoice

    Send Invoice

    Send an invoice to a specified email
  • QuickBooks Online - Send a Sales Receipt

    Send a Sales Receipt

    Send a Sales Receipt to a specified email
  • QuickBooks Online - Update an Invoice

    Update an Invoice

    Updates an existing Invoice using Invoice ID
  • QuickBooks Online - Search Invoice

    Search Invoice

    Searches for a Invoice based on Invoice Number
  • Salesforce - Add or Update a Contact

    Add or Update a Contact

    Creates a new Contact or updates an existing Contact
  • Salesforce - Add or Update a Lead

    Add or Update a Lead

    Creates a new Lead or updates an existing Lead
  • Salesforce - Add or Update an Account

    Add or Update an Account

    Creates a new Account or updates an existing Account
  • Salesforce - Add or Update a Custom Object

    Add or Update a Custom Object

    Creates a new Custom Object or updates an existing Custom Object
  • Salesforce - Add or Update an Event

    Add or Update an Event

    Creates a new Event or updates an existing Event
  • Salesforce - Add a Note

    Add a Note

    Creates a new Note
  • Salesforce - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing Opportunity
  • Salesforce - Add or Update a Task

    Add or Update a Task

    Creates a new Task or updates an existing Task
  • Salesforce - Add a Campaign Member

    Add a Campaign Member

    Creates a new Campaign Member (Existing Lead or Contact)
  • Salesforce - Add or Update a Case

    Add or Update a Case

    Creates a new Case or updates an existing Case
  • Salesforce - Search a User

    Search a User

    Search Users
  • Salesforce - Get Account of a Contact

    Get Account of a Contact

    Get Accountof a Contact
  • Salesforce - Add a Call Log

    Add a Call Log

    Creates a new Call log
  • Salesforce - Get Contacts for a Opportunity

    Get Contacts for a Opportunity

    Get Contacts for Opportunity
  • Salesforce - Search an Account

    Search an Account

    Search Accounts
  • Salesforce - Search a Task

    Search a Task

    Search Tasks
  • Salesforce - Search an Opportunity

    Search an Opportunity

    Search Opportunities
  • Salesforce - Search a Contact

    Search a Contact

    Search Contacts
  • Salesforce - Search a Custom object

    Search a Custom object

    Search Custom Objects
  • Salesforce - Search an Event

    Search an Event

    Search Events
  • Salesforce - Search a Lead

    Search a Lead

    Search Leads
  • Salesforce - Get Opportunities of a Contact

    Get Opportunities of a Contact

    Get Opportunity for Contact
  • Salesforce - Search a Folder

    Search a Folder

    Search Folders
  • Salesforce - Search a Case

    Search a Case

    Search Cases
  • Salesforce - Search a Campaign

    Search a Campaign

    Search Campaigns

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

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Wufoo
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Forms

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Email

Connect QuickBooks Online and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

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How to integrate Salesforce & QuickBooks Online?

  1. Step 1: Connect QuickBooks Online & Salesforce with Automate.io
  2. Step 2: Select the trigger event that starts the data flow
  3. Step 3: Select the action app where the data should go
  4. Step 4: Map the data fields using the drag-drop interface

You are done. Automate.io will take care of the rest.

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Frequently Asked Questions

How long does it take to connect QuickBooks Online and Salesforce?

Less than 3 minutes. That’s right, you can create automation between QuickBooks Online and Salesforce without writing a single line of code and using our drag and drop interface in under 3 minutes.

What technical know-how or skills do I need to create automations (bots)?

You don’t need any technical skills to use automate.io. Our product is designed keeping non-technical and business users in mind. You just need to know what information or data you want to transfer from one app to the other.

How much does it cost?

You can start with a Free Plan which allows you to create up to 5 bots (automations). As your requirements grow, you can easily upgrade to a premium plan which starts at $19/month. Check all pricing plans here..

What apps can I connect using Automate.io?

We have 200+ apps to choose from ranging across Marketing, CRM, Sales, Email, Project Management and many other categories. Explore all the apps here..

What about the safety and security of my data?

We use the most up to date and powerful encryption protocols to secure your data at rest and in transit. We also undergo regular security audits to ensure the integrity of our security systems.

Who uses Automate.io?

Over 30,000 organizations from 93 countries use our product which includes small businesses, startups, nonprofits and even Fortune 500.

Why Automate.io?

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