Integrate Quickbooks with Salesforce
Connect Salesforce to Quickbooks
Reduce duplicate data entry and the potential for errors by connecting Salesforce with Quickbooks Online. Our solution creates a customer and invoice in Quickbooks Online when an opportunity is marked Closed - Won. If the customer already exists, only the invoice is created. If the Opportunity includes Opportunity Products, they will be added to the invoice, otherwise a zero dollar placeholder invoice will be created.
We can also sync accounts and customers in Salesforce and Quickbooks Online in either or both directions. Other custom integrations can be performed as well.
Summit Technologies partners with dbSync to offer Quickbooks integration services. dbSync has a dedicated connector for Quickbooks and Salesforce, allowing for fast, easy and inexpensive integration between the products.
Autofy Integration Platform
Summit Technologies is a Autofy partner. Autofy has a solution to integrate Quickbooks on-prem with Salesforce
Workato Integration Platform
Workato has a feature-rich platform for infinitely customizable integrations between Salesforce and Quickbooks Online
Zapier has a low-cost, simple solution for integrating Salesforce and Quickbooks Online