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Quickbooks Online - Salesforce Integration

Automate invoice generation from built-in and custom objects, sync customer and sales data, transactions and product data, and more with our Quickbooks Online - Salesforce integration

quickbooks online - salesforce integration

Syncing data shouldn't be hard or complicated

API Version 26
API Version 46.0

When this happens:

Generic / polling:

  • A new Item (such as a product or or a service) was created
  • A new Invoice was generated in Quickbooks
  • An existing Invoice is approaching its due date
  • A new Sales Receipt was added in Quickbooks
  • A Payment for an existing Bill was received
  • A new Account was created or an existing Account was updated
    • ...and much, much more
  • This is a polling trigger that gets any object by a selected type. This trigger supports response pagination and all types of business entities.

See Quickbooks triggers documentation


  • A custom or built-in object in Salesforce is created (e.g. Account, Contact, Lead, Contract, Product)
  • A custom or built-in object was updated in Salesforce


  • An SOQL query returned a result:
    • For example: Check the account and contact associated with a recently updated opportunity or Set the currency to the corporate currency when a new opportunity is created
  • Receive Salesforce platform events as notification such as “a new order placement” or “order was shipped” upon their creation

See Salesforce triggers documentation

Do this:


  • Create a new entity that can’t be added with API
  • Add a new or update an existing object in Quickbooks
    • For example: Create a new Account in Quickbooks when a new Lead is generated in Salesforce, Update the Invoice in Quickbooks when a Billing Address is changed in Salesforce
  • Delete an existing object in Quickbooks (e.g. Bill, Estimate, Vendor, Employee, etc.)

See Quickbooks actions documentation


  • Create a new object in Salesforce (e.g. Account, Lead, Contact, Opportunity)
  • Create or update a selected object in Salesforce
  • Delete an object in Salesforce by a selected field (e.g. Account ID or Contract ID)
  • Lookup a list of objects that satisfy specific criteria
  • Lookup an object available in Salesforce by a selected field (e.g. Account ID or Contract ID)


  • Filter your organization’s data for specific information using SOQL
  • Quickly load large amounts of data from CSV file into Salesforce - bulk create/update/delete/upsert action
  • Fetch records to a CSV file - bulk query action

See Salesforce actions documentation

Mapping data is just the first step...

Reduce customer churn with Embedded Integration

transform data

using the powerful JSONata language

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orchestrate data flows

with the help of Content-Based Router

Increase product adoption with Embedded Integration

filter data

using a custom condition defined with JSONata

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Share workspace to promote teamwork

Share workspace to promote teamwork

Invite other members of your team to collaborate on automation flows and easily control what they can see and do by assigning the workspace-specific user roles

Speed up integration project execution

Speed up integration project execution

The low code-first approach and intuitive data mapping tools help your IT team noticeably speed up their automation work through reduced effort and time investment

Debug integration flows with less hustle

Debug automation flows with less hustle

View all logs at once and filter them by flow name, date and output level with Trace, Debug, Info, Warning or Error handles, or get executions logs at a single flow step

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Connect cloud-to-ground when needed

Use a secure VPN tunnel to communicate data to or from your local resource, e.g. your internal database, with an easily configurable VPN Local Agent

Build complex integrations with ease

Build complex integrations with ease

Add complementary pieces of code on the fly, implement a modular flow architecture with the PubSub functionality, and trigger executions via webhooks or AMQP

Expand integration landscape when ready

Expand software landscape when ready

In addition to using dozens of application-specific, pre-built templates, you can easily connect to any API with our REST, SOAP, OData, SQL and other utility connectors Customer - Krombacher - logo Customer - Tata Consultancy Services - logo Customer - WWF - logo Customer - Mambu - logo Customer - Deutsche Telekom - logo