Connect and Integrate
Salesforce with QuickBooks

Connect Salesforce to QuickBooks and watch how much smoother your workflows can become with automation.

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Explore workflows

Easy Steps to Connect
Salesforce and QuickBooks

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Select a trigger in Salesforce

Choose an event in Salesforce like “Opportunity Closed Won,” to set off your automation.

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Automate an Action in QuickBooks

Connect your QuickBooks account and select an action like “Record Payment” to make your work flow.

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Customize the Workflow

Build your Salesforce - QuickBooks automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Salesforce and QuickBooks
to Automate these Workflows

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Prepare Gmail drafts for updated Salesforce records

Transform your workflow with Salesforce & Gmail leading the way.

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Notify teams via Gmail and Slack for new Salesforce opportunities

Let Salesforce and Slack handle the details—you focus on the big picture!

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Send Gmail notifications for new Salesforce leads

Say goodbye to manual work. Salesforce + Gmail have you covered!

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Add new Stripe customers as QuickBooks customers

Reimagine productivity with QuickBooks and Stripe in your toolkit.

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Create Stripe payment links for new QuickBooks invoices

Take your work to the next level. QuickBooks and Stripe make it happen!

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Generate Stripe payment links for new QuickBooks customers

Focus on what matters. QuickBooks + Stripe handle the rest!

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Update Stripe profiles with QuickBooks payment receipts

Why wait? QuickBooks + Stripe bring efficiency to your day, every day.

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Create Stripe customers from new QuickBooks invoices

Ready to boost productivity? Let QuickBooks + Stripe take over.

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Generate Stripe payment links for QuickBooks payments

QuickBooks & Stripe working together means less stress, more success.

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Process Stripe payments into QuickBooks payments

Take your work to the next level. QuickBooks and Stripe make it happen!

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Convert Stripe checkout sessions to QuickBooks customers

Get more done with QuickBooks & Stripe—they’re a perfect match!

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Generate Stripe payment links for new QuickBooks invoices

Ready to boost productivity? Let QuickBooks + Stripe take over.

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Manage Stripe charges by creating QuickBooks invoices

Transform your workflow with QuickBooks & Stripe leading the way.

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Create Outlook contacts from new QuickBooks customers

Let QuickBooks and Outlook handle the details—you focus on the big picture!

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Connect Salesforce and QuickBooks
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QuickBooks

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses streamline sales, service, marketing, and commerce operations. It helps teams to manage customer interactions, automate workflows, and build custom apps on the Salesforce Lightning platform. With AI-powered tools like Salesforce Einstein, it is a popular CRM that supports data-driven decisions, making it ideal for businesses of all sizes.
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About QuickBooks

QuickBooks is a cloud-based accounting software developed by Intuit, designed primarily for small and medium-sized businesses. It lets users automate financial tasks like bookkeeping, invoicing, expense tracking, payroll, and inventory management. QuickBooks can also help businesses generate financial reports, manage taxes, and track income and expenses efficiently.
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