Salesforce Integration With QuickBooks

Connect QuickBooks to Salesforce

Save oodles of time, and eliminate data entry errors with Autofy.

Autofy lets you build powerful Workflows to integrate QuickBooks Desktop or QuickBooks Online with Salesforce and start saving time. Create sync templates and can customize them to quickly create your own integration with Salesforce. Big or small, simple or complex, Autofy can integrate your critical data.

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What Autofy Does

Full integration of Salesforce and QuickBooks

Sync Salesforce opportunities to QuickBooks

Sync Opportunities

Opportunities sync from Salesforce to QuickBooks Invoices, Orders, Estimates or Receipts.  Autofy lets you choose which works for your business.

Sync Salesforce accounts to QuickBooks

Sync Accounts

Accounts sync to Salesforce from QuickBooks Customers. Autofy pushes all QuickBooks Customers to Salesforce as Accounts, and keeps them up to date.

Sync Salesforce products to QuickBooks

Sync Products

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.

Sync Your Way

Sync any Salesforce object with anything in QuickBooks Desktop or Online. Yes, any object, including custom objects and apps. Filter your data so only the right records sync.

QuickBooks Salesforce integration options

Create a FREE account and give it a try.

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How Autofy Works

Be up and running in under 5 minutes!

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Connect Apps

Connect your apps to Autofy.

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Sync Data

Sync data as it's created or modified.

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Notifications

Notifications are sent if anything looks wrong.

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Sync Trigger Options

Trigger syncs yourself, or automate them.

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Status Center

A full list of all the records Autofy synced.

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Autofy Support

Lots of support options are included in your subscription.

Autofy Salesforce to Quickbooks integration

Frequently Asked Questions

Which Salesforce records can I sync with QuickBooks?

With Autofy, you can sync any kind of record (object) in your org. From the start, Autofy comes with a templated, default sync that handles Opportunities, Accounts and Products to get you started faster.

I've made changes to my object by adding custom fields, can I map these to QuickBooks fields?

Yes, you can edit mapping within each Workflow step. In just a few clicks, you can find your fields and map them together, then run a single record sync to watch your data move.

Will my users be able to see whether an Opportunity made it to QuickBooks, and if the resulting invoice has been paid?

Yes, Autofy will push the invoice into QuickBooks, then bounce back a few key fields to the Opportunity: Invoice number, Invoice date, and Open Balance, which will update with each sync if changed.

Will Autofy handle the hierarchies I have for items or customers?

Yes, Autofy processes customers automatically by relating each layer of the hierarchy together. For items, Salesforce doesn't natively use product hierarchies, so let one of us help you plan an integration that will work for you.

Can Autofy update records if we change them?

Yes, if you make an edit to a previously synced record, Autofy will update it rather than create a new one. If you want to sync to a record that already exists, just make sure the record name matches, and Autofy will handle the rest.

Does Autofy work with 3rd party Salesforce apps?

Yes, you can use any Force.com app you like, and Autofy can work with it. With the right edition of Autofy, you'll be able to see all of that app's objects available to sync.

Data entry virtually eliminated
Data entry virtually eliminated

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