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Salesforce
QuickBooks

Connect Salesforce and QuickBooks integrations

Discover the power of Salesforce and QuickBooks integration. Automate customer sync, improve productivity, and reduce errors for a better workflow.

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Create a custom workflow

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

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.

Salesforce
Trigger: Watch jobs
QuickBooks
Action: Select an action
1. Select a trigger

  • Triggers when a bulk data job is created.

  • Triggers when a field has changed in an object.

  • Triggers when a record is created or updated in an object.

2. Select an action

  • Creates a bill.

  • Creates a credit card payment.

  • Creates a credit memo.

  • Creates a customer.

  • Creates a deposit.

  • Creates a journal entry.

  • Creates a payment.

  • Creates a purchase.

  • Creates a purchase order.

  • Creates a refund receipt.

  • Creates a sales receipt.

  • Creates a note.

  • Creates a time activity.

  • Creates a vendor.

  • Creates an account.

  • Creates an estimate.

  • Creates an invoice.

  • Creates an item.

  • Deletes a bill.

  • Deletes a credit memo.

  • Deletes a deposit.

  • Deletes a journal entry.

  • Deletes a payment.

  • Deletes a purchase.

  • Deletes a purchase order.

  • Deletes a refund receipt.

  • Deletes a sales receipt.

  • Deletes a time activity.

  • Deletes an attachment.

  • Deletes an estimate.

  • Removes an invoice.

  • Downloads a file.

  • Downloads a payment.

  • Downloads a sales receipt.

  • Downloads an estimate.

  • Downloads an invoice.

  • Returns info about a bill.

  • Returns info about a credit memo.

  • Returns info about a customer.

  • Returns info about a deposit.

  • Returns info about a journal entry.

  • Returns info about a payment.

  • Returns info about a purchase.

  • Returns details about a purchase order.

  • Returns info about a refund receipt.

  • Returns details about a sales receipt.

  • Returns info about an activity.

  • Returns info about a vendor.

  • Returns info about an account.

  • Returns info about an estimate.

  • Returns info about an invoice.

  • Returns info about an item.

  • Returns info about a company.

  • Performs an arbitrary authorized API call.

  • Sends a sales receipt.

  • Sends an estimate.

  • Sends an invoice.

  • Updates a bill.

  • Updates a credit memo.

  • Updates a customer.

  • Updates a deposit.

  • Updates a journal entry.

  • Updates a payment.

  • Updates a purchase.

  • Updates a purchase order.

  • Updates a refund receipt.

  • Updates a sales receipt.

  • Updates a time activity.

  • Updates a vendor.

  • Updates an account.

  • Updates an estimate.

  • Updates an invoice.

  • Updates an item.

  • Uploads a file.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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.

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 Salesforce and QuickBooks in 5 easy steps

Date

·

Duration

Step 1

Access make platform

Begin by logging into your Make account where you'll set up the application connections.

Date

·

Duration

Step 2

Add Salesforce module

Include a Salesforce module in your automation scenario to connect with Salesforce.

Date

·

Duration

Step 3

Decide Salesforce settings

Determine if you're working in a Salesforce Sandbox and save these settings.

Date

·

Duration

Step 4

Add QuickBooks module

Incorporate a QuickBooks module into your scenario to establish a link with QuickBooks.

Date

·

Duration

Step 5

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.

Date

·

Duration

Automated customer synchronization

Automatic addition of new Salesforce accounts as QuickBooks customers ensures data consistency across platforms.

Date

·

Duration

Efficient contact management

Creating Salesforce contacts from QuickBooks customers improves customer relationship management without manual input.

Date

·

Duration

Improved productivity

By automating data transfers between Salesforce and QuickBooks, teams can save time and focus on higher-value tasks.

Date

·

Duration

Reduced data entry errors

Automation of data transactions minimizes the risk of manual entry errors, ensuring accuracy in customer information.

Popular Salesforce and QuickBooks workflows

Connect Salesforce and QuickBooks 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 Salesforce and QuickBooks with Make allows you to automate workflows and sync data between your CRM and accounting systems. This integration helps eliminate manual data entry errors, ensures consistency across platforms, and saves time by automating key processes such as invoicing, billing, and customer updates.

Make provides a user-friendly interface that allows you to create complex workflows with ease, even if you’re not a technical expert. It offers pre-built templates and customizable scenarios that simplify the integration of Salesforce and QuickBooks to suit your specific business needs.

By integrating these applications through Make, you gain access to features such as real-time data syncing, automated report generation, and personalized customer communications. This ensures that both sales and accounting teams have up-to-date and accurate information, improving collaboration and decision-making.

No, Make is designed to facilitate quick and easy integration with minimal setup time. The platform's intuitive drag-and-drop functionality and extensive library of pre-built connectors mean you can set up and start benefiting from the integration in just a few hours, without the need for extensive resources or technical expertise.