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QuickBooks
Salesforce

Connect QuickBooks and Salesforce integrations

Discover integration with automated data synchronization between QuickBooks and Salesforce. Enhance workflow efficiency, improve data accuracy, and enjoy real-time updates with Make's user-friendly platform.

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Create a custom workflow

Integrate QuickBooks and Salesforce to streamline your business operations. Trigger powerful automation workflows that update and synchronize CRM data, ensuring accurate sales tracking and invoice management—all while you focus on growth.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

QuickBooks
Trigger: New Event
Salesforce
Action: Select an action
1. Select a trigger

  • Triggers when a new event is created.

  • Triggers when a new payment is created.

2. Select an action

  • Creates multiple records.

  • Creates a new record in an object.

  • Creates a new record or updates an existing one if a matching record is found.

  • Deletes a record.

  • Downloads an attachment or a document.

  • Returns information about a specific record by its record ID.

  • Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.

  • Sends a custom API call to Salesforce. You can use this to call endpoints that aren't covered by existing modules.

  • Sends a custom API call to Salesforce with a custom base URL. You can use this to call endpoints that aren't covered by existing modules.

  • Posts a message to a Chatter feed.

  • Updates an existing record in an object.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Make enables integration and automation by connecting QuickBooks and Salesforce. Use QuickBooks as a trigger to automate workflows, instantly initiating actions in Salesforce. For instance, when new billing information is processed in QuickBooks, it triggers updates in Salesforce, keeping CRM data synchronized. This ensures accurate tracking of sales and improved invoice management. With Make, customize workflows to automate these tasks efficiently, allowing you to focus on growing your business.

Bulk create records (advanced)
Creates multiple records.
Action
Create a Bill
Creates a bill.
Action
Create a Credit Card Payment
Creates a credit card payment.
Action
Create a Credit Memo
Creates a credit memo.
Action
Create a Customer
Creates a customer.
Action
Create a Deposit
Creates a deposit.
Action
Create a Journal Entry
Creates a journal entry.
Action
Create a Payment
Creates a payment.
Action
Create a Purchase
Creates a purchase.
Action
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How to set up QuickBooks and Salesforce in 5 easy steps

Date

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Duration

Step 1

Log into Make

Begin by accessing your Make account, where you can use the platform's features.

Date

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Duration

Step 2

Connect QuickBooks

Add and set up a QuickBooks module to establish a connection to your account.

Date

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Duration

Step 3

Authenticate QuickBooks

Verify your QuickBooks account to enable a smooth connection in Make.

Date

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Duration

Step 4

Connect Salesforce

Add a Salesforce module in your scenario to link your Salesforce account.

Date

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Duration

Step 5

Finalize Salesforce

Complete your Salesforce setup to manage its features through the Make platform.

Maximize efficiency by integrating QuickBooks and Salesforce seamlessly

Integrate QuickBooks and Salesforce to automate data synchronization, streamline workflows, enhance accuracy, and ensure real-time updates, all without the need for technical expertise using the Make platform.

Date

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Duration

Automated customer data synchronization

Sync customer data between Salesforce and QuickBooks automatically to ensure consistency across platforms.

Date

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Duration

Improved workflow efficiency

Automate the transfer of new accounts and contacts, reducing manual entry time.

Date

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Duration

Improved data accuracy

Reduce errors by automating data entry, ensuring that information is accurately mirrored in both systems.

Date

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Duration

Timely cross-platform updates

Ensure that customer information is updated in real-time across Salesforce and QuickBooks.

Popular QuickBooks and Salesforce workflows

Connect QuickBooks and Salesforce with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Add new SalesForce accounts to QuickBooks as customers

Every time a new account is created in SalesForce, Make will automatically create a new customer in QuickBooks.

Add new SalesForce accounts to QuickBooks as customers
Use template
App Families

Create Salesforce contacts from new QuickBooks customers

Whenever you have create new customers in QuickBooks, this automation will retrieve the customers and create contacts for you on Salesforce.

Create Salesforce contacts from new QuickBooks customers
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating QuickBooks and Salesforce through Make allows businesses to sync financial data with customer relationship management, improving accuracy and efficiency. This integration can automate tasks such as transferring sales data from Salesforce to QuickBooks, reducing manual entry, eliminating errors, and providing real-time financial insights directly into your CRM.

Make offers robust automation features that ensure data is synchronized accurately between QuickBooks and Salesforce. It allows you to set up error notifications and audit logs to quickly address any discrepancies, and its advanced filtering capabilities ensure that only relevant data is transferred, reducing the risk of synchronization issues.

The Make platform provides customizable workflows that can be tailored to specific business needs. It supports complex multi-step automation processes, such as automating invoice creation in QuickBooks when a deal is closed in Salesforce, and provides real-time updates, which supports both financial and sales operations.

Make is designed with user-friendliness in mind, offering an intuitive drag-and-drop interface that allows even non-technical users to set up integrations without coding. It provides pre-built templates and detailed tutorials that simplify the process of connecting QuickBooks and Salesforce, making it accessible for users at any technical level.