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.

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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.

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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.

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Autofy Integration Platform

Summit Technologies is a Autofy partner. Autofy has a solution to integrate Quickbooks on-prem with Salesforce

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Workato Integration Platform

Workato has a feature-rich platform for infinitely customizable integrations between Salesforce and Quickbooks Online

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Zapier

Zapier has a low-cost, simple solution for integrating Salesforce and Quickbooks Online