Connect Salesforce with QuickBooks
Automate your invoicing and synchronise all data between Salesforce and QuickBooks Online. Live within 24 hours, no developers. Fewer errors, less manual work: focus on what really matters.
Two-way synchronisation · real-time or scheduled
Everything you need to connect
One connector that fully aligns your sales and accounting administration.
Customer and supplier data synchronisation
Keep customers and suppliers automatically in sync between Salesforce and QuickBooks Online, no more double entry.
Object mapping
Map invoices, payments, products and services and the chart of accounts one-to-one between both systems.
Visual drag-and-drop mapping
Set up connections through a visual interface. Relationships are clearly displayed and adjustable, without technical knowledge.
Real-time & scheduled sync
Choose per object whether data syncs instantly or on a schedule. Fully configurable.
Secure via OAuth
Encrypted connections and OAuth authentication. Your data travels safely over secure API connections.
Logging & error reporting
Full logging of every synchronisation and clear error messages, so troubleshooting is easy.
From customer to chart of accounts, fully connected
Synchronise the objects that matter to your administration, in one or both directions.
Connected in four steps
No complex implementation project: you are live the same day.
Connect
Authorise Salesforce and QuickBooks Online via OAuth. No developers needed: live within 24 hours.
Map
Drag fields and objects onto each other in the visual mapping interface. You decide exactly what goes where.
Schedule
Set up real-time or scheduled synchronisation, per object and per direction (one-way or two-way).
Monitor
Follow every synchronisation in the log and receive instant error notifications when something goes wrong.
Save time, prevent errors
- Send estimates and invoices instantly, without retyping
- Synchronise products and services with QuickBooks
- Automatic invoicing from Salesforce
- Real-time financial insight for sales and finance
- One chart of accounts, no differences between systems
- Less manual entry in both systems
- Unlimited object mapping
- Real-time & scheduled synchronisation
- Visual mapping interface
- Logging & error reporting
- OAuth security
Good to know
How quickly am I live with Influx for QuickBooks?
Usually within 24 hours. The connector works without custom development: you authorise both systems and configure the mapping yourself or together with us. Want guidance on setup? See our implementation & onboarding.
Do I need developers to connect Salesforce and QuickBooks?
No. The visual drag-and-drop interface makes setting up connections possible without programming knowledge. For more complex needs our development & integration consultants can step in.
Which data can I exchange between Salesforce and QuickBooks?
Among others customers, suppliers, products and services, estimates, invoices, payments, credit memos, bills and the chart of accounts, in one or both directions, configurable per object.
Does the connector work with QuickBooks Online or QuickBooks Desktop?
The connector is built for QuickBooks Online and connects through the official QuickBooks Online API. Using a different QuickBooks edition? Get in touch and we will look at the options with you.
Does the connector work with real-time and scheduled synchronisation?
Yes. You decide per object whether data syncs instantly (real-time) or on a schedule. This keeps you in control of performance and of when data is updated.
How secure is the connection between Salesforce and QuickBooks?
All data travels over encrypted, secure API connections with OAuth authentication. No passwords are stored and you retain full control over the authorisations. More about our security →
What happens if a synchronisation fails?
Every synchronisation is logged and errors are reported with a clear message, so you can quickly find out what went wrong and adjust precisely.
Can I combine the connector with automatic invoicing?
Certainly. Many customers combine the QuickBooks connection with our Billing Module to generate invoices automatically from Salesforce and push them to the accounting.
Does the connector work with classes and locations from QuickBooks?
Yes. Classes and locations from QuickBooks Online can be included in the synchronisation, so analytical breakdowns such as department, project or branch are also available in Salesforce.
What do I need to get started?
An active Salesforce account, an active QuickBooks Online subscription and API access to both systems. Get in touch for a demo or the terms.
Ready to connect Salesforce and QuickBooks?
Book a 30-minute demo and discover how quickly you can go live.