QuickBooks Online
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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
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    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?

    • 1

      This Bot runs whenever a new contact is added in Salesforce

    • 2

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

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  • QuickBooks Online - New Invoice
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    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?

    • 1

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

    • 2

      Automate.io creates or updates an opportunity in Salesforce.

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

    Copy new Salesforce accounts as customers in QuickBooks Online

    This Salesforce to QuickBooks Online integration automatically creates or updates a customer in QuickBooks Online for every new account created in Salesforce.

    It comes with pre-mapped fields such as Email, Website, Phone, Billing and Shipping addresses to get you started with this integration faster. Having said that, you get the flexibility to add or remove any fields you want. If you want to add more fields, just drag and drop the fields from Salesforce to your QuickBooks Online account.

    Note: You can even update existing customers in QuickBooks Online with this integration.

    How it works?

    • 1

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

    • 2

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

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

    Turn new customers in QuickBooks Online to accounts in Salesforce

    For more effective relationship management, if you need to create accounts in Salesforce for new QuickBooks Online customers, this integration is just what you need. Every time there is a new customer in QuickBooks Online, Automate.io creates an account in Salesforce for that customer automatically.

    This integration comes with pre-mapped account details such as Name, Phone, Fax number, Billing and Shipping address information. You can, however, modify it the way you want and map additional fields to suit your needs. Just drag and drop the relevant fields from QuickBooks Online to Salesforce, test the integration, turn it ON and you’re done.

    Note: This integration even updates existing Salesforce accounts.

    How it works?

    • 1

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

    • 2

      Automate.io creates or updates an account in Salesforce.

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

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

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

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

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

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

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

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

Scott M

Scott M

Printing Business Owner

★ ★ ★ ★ ★

“One of the best apps ever for our business. In a very short time we have automated much of our workflow in our to do list and queue system (Trello), our accounting (QuickBooks Online), notification management (email), and shipping and tracking (shiprush), as well as social media (facebook, instagram, twitter).”

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 - New Opportunity

    New Opportunity

    Triggers when there is a new Opportunity

  • Salesforce - Updated Opportunity

    Updated Opportunity

    Triggers when an existing Opportunity is updated

  • Salesforce - New Account

    New Account

    Triggers when there is a new Account

  • Salesforce - New Event

    New Event

    Triggers when there is a new Event

  • Salesforce - New Task

    New Task

    Triggers when there is a new Task

  • Salesforce - Updated Account

    Updated Account

    Triggers when an existing Account 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 Custom Object

    Updated Custom Object

    Triggers when an existing Custom Object is updated

  • Salesforce - Updated Lead

    Updated Lead

    Triggers when an existing Lead is updated

  • Salesforce - Updated Opportunity Property

    Updated Opportunity Property

    Triggers when an existing Opportunity'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 Account Property

    Updated Account Property

    Triggers when an existing Account's property is updated

  • 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 Bill

    New Bill

    Triggers when a new Bill is created in Expenses

  • QuickBooks Online - New Bill Payment

    New Bill Payment

    Triggers when a Payment is made for existing Bills

  • QuickBooks Online - New Customer

    New Customer

    Triggers when a customer is created

  • QuickBooks Online - New Expense

    New Expense

    Triggers when a new Expense 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 - Estimate Updated

    Estimate Updated

    Triggers when an existing Estimate gets Updated

  • QuickBooks Online - Invoice Updated

    Invoice Updated

    Triggers when an existing Invoice gets Updated

  • QuickBooks Online - New Account

    New Account

    Triggers when you add a new Account

  • QuickBooks Online - New Credit Memo

    New Credit Memo

    Triggers when you add a new Credit Memo

  • QuickBooks Online - New Expense Line Item

    New Expense Line Item

    Triggers when there is a new Expense, for each line item. If there is an Expense with 5 line items, the Bot will run 5 times, each time with details of one line item.

  • QuickBooks Online - New Invoice

    New Invoice

    Triggers when you add a new Invoice

  • 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 Product or Service

    New Product or Service

    Triggers when you add a new Product or Service

  • QuickBooks Online - New Sales Receipt

    New Sales Receipt

    Triggers when you add a new Sales Receipt

  • QuickBooks Online - Bill Due

    Bill Due

    Triggers when a Bill is nearing/past Due date by a specified number of days.

  • QuickBooks Online - Modified Customer

    Modified Customer

    Triggers when a customer data is modified

  • QuickBooks Online - Invoice Due

    Invoice Due

    Triggers when an Invoice is nearing/past Due date by a specified number of days.

  • QuickBooks Online - New Estimate

    New Estimate

    Triggers when a Estimate is added

  • QuickBooks Online - New Vendor

    New Vendor

    Triggers when a Vendor is added

Do this

ACTIONS
  • 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 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 Credit Memo

    Add a Credit Memo

    Add a Credit Memo

  • QuickBooks Online - Add an Estimate

    Add an Estimate

    Add an Estimate

  • QuickBooks Online - Add an Expense (item based)

    Add an Expense (item based)

    Add an expense

  • QuickBooks Online - Add an Expense (account based)

    Add an Expense (account based)

    Add an expense (account line support)

  • 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 Line Item To Sales Receipt

    Add Line Item To Sales Receipt

    Add a new Line Item to an existing Sales Receipt

  • QuickBooks Online - Add Note

    Add Note

    Add Note to a Resource

  • QuickBooks Online - Add a Purchase Order

    Add a Purchase Order

    Add a Purchase Order

  • QuickBooks Online - Add a Refund Receipt

    Add a Refund Receipt

    Adds a Refund Receipt

  • QuickBooks Online - Add Time Activity

    Add Time Activity

    Add Time Activity

  • QuickBooks Online -  Search Bill

    Search Bill

    Searches for Bill based on Name or Id.

  • QuickBooks Online - Search a Customer

    Search a Customer

    Searches for a Customer based on Name or Email or ID

  • 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 a Sales Receipt

    Search a Sales Receipt

    Search Sales Receipt based on Number or ID

  • QuickBooks Online - Search Vendor

    Search Vendor

    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 Bill

    Update Bill

    Updates an existing Bill

  • QuickBooks Online - Update an Estimate

    Update an Estimate

    Updates an existing Estimate using Estimate ID

  • QuickBooks Online - Update an Invoice

    Update an Invoice

    Updates an existing Invoice using Invoice ID

  • QuickBooks Online - Search Account

    Search Account

    Searches for a Account based on Account Number or Name (Chart of Accounts)

  • QuickBooks Online - Search Estimate

    Search Estimate

    Searches for a Estimate based on Estimate Number or ID

  • QuickBooks Online - Search Invoice

    Search Invoice

    Searches for a Invoice based on Invoice Number or ID

  • 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 Call Log

    Add a Call Log

    Creates a new Call log

  • 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 - Get Account of a Contact

    Get Account of a Contact

    Get Accountof a Contact

  • Salesforce - Get Opportunities of a Contact

    Get Opportunities of a Contact

    Get Opportunity for Contact

  • 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 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 - Search an Opportunity

    Search an Opportunity

    Search Opportunities

  • Salesforce - Search a Task

    Search a Task

    Search Tasks

  • Salesforce - Search a User

    Search a User

    Search Users

  • Salesforce - Search a Campaign

    Search a Campaign

    Search Campaigns

  • Salesforce - Search a Case

    Search a Case

    Search Cases

  • Salesforce - Search a Folder

    Search a Folder

    Search Folders

Let's Integrate

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

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