Salesforce Integration With QuickBooks

 

Autofy lets you build powerful Workflows to integrate QuickBooks Desktop or QuickBooks Online with Salesforce and start saving time.  See how our sync template works and how you can customize it to quickly create your own integration with Salesforce.

 

Autofy is free for 14 days, and includes helpful support! Get started in just a few minutes:

 

What Will Sync Between Salesforce and QuickBooks?

The template Salesforce QuickBooks integration syncs a few standard objects.  You can change and customize this anytime.

Template Flow- SF + QBO.png

How Does It Work?

Connect once to your apps to create Channels.

Trigger syncs yourself, or schedule them.

Sync data as it's created or modified.

Status Center shows you a list of all the records Autofy synced.

Autofy emails you notifications if anything looks wrong.

Autofy support answers questions and solves problems.

 


Opportunities sync from Salesforce to QuickBooks transactions, most commonly Invoices, but you can choose which works for your business. For Invoices, Autofy will get Salesforce Opportunities that have been created or modified since the last sync, marked closed won, and send those to QuickBooks. Once they've been added to QuickBooks, Autofy returns the invoice date, number and open balance to the Opportunity. As the open balance changes, it gets updated in Salesforce.



Accounts sync to Salesforce from QuickBooks Customers. Autofy pushes all QuickBooks Customers to Salesforce as Accounts, and keeps them up to date. This ensures that your current customers are represented in your Salesforce org.

Going the other way, Autofy only syncs Accounts to Customers if you're syncing a closed won Opportunity.



Products sync from QuickBooks to Salesforce Products. When you add or update an Item in QuickBooks, Autofy will send it to Salesforce to the Products object. You can then use these products in your Opportunities, ensuring that QuickBooks is given items it recognizes when you close a deal.

 

What Does The Workflow Look Like?