Connect Salesforce and QuickBooks integrations
Automate your business by integrating Salesforce with QuickBooks through Make, ensuring instant data synchronization and reducing manual entry for increased productivity and decision-making.


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Build your Salesforce and QuickBooks integrations.
With the Make platform, you can automate your business operations by integrating Salesforce as a trigger and QuickBooks as an action. This integration allows Salesforce's CRM capabilities to trigger updates that automatically synchronize with QuickBooks' financial management tools. For instance, when customer records are updated in Salesforce, these changes can instantly reflect in QuickBooks, ensuring timely and accurate data across both platforms. The integration eliminates manual data entry, reducing errors and enhancing productivity, while the user-friendly interface lets you design workflows tailored to your needs. Experience smooth workflows and improved decision-making with Salesforce and QuickBooks integration through Make.
Completes or aborts a job.
Creates a bill.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Creates a deposit.
Creates a new bulk data job.
Creates a journal entry.
Creates a payment.
Popular Salesforce and QuickBooks workflows.
Discover the power of Salesforce and QuickBooks integration. Automate customer sync, improve productivity, and reduce errors for a better workflow.
How to setup Salesforce and QuickBooks in 5 easy steps
Access make platform
Begin by logging into your Make account where you'll set up the application connections.
Add Salesforce module
Include a Salesforce module in your automation scenario to connect with Salesforce.
Decide Salesforce settings
Determine if you're working in a Salesforce Sandbox and save these settings.
Add QuickBooks module
Incorporate a QuickBooks module into your scenario to establish a link with QuickBooks.
Authorize QuickBooks connection
Save your work, and if needed, sign into QuickBooks to allow the connection.
Maximize efficiency with Salesforce and QuickBooks integration benefits
Integrating Salesforce and QuickBooks organizes data management and enhances productivity by automating customer synchronization and contact creation across both platforms.
Automatic addition of new Salesforce accounts as QuickBooks customers ensures data consistency across platforms.
Creating Salesforce contacts from QuickBooks customers improves customer relationship management without manual input.
By automating data transfers between Salesforce and QuickBooks, teams can save time and focus on higher-value tasks.
Automation of data transactions minimizes the risk of manual entry errors, ensuring accuracy in customer information.
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.