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quickbooks integration

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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.

dbSync Integration Platform

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

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Our CloudAdvisor Professional Services for Salesforce program ensures that your Salesforce investment returns maximum value to your organization from as little as

$249 per month

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