Integrate QuickBooks
with Salesforce

Data Solutions

Connect QuickBooks with Salesforce to support accounting and sales alignment. With KingswaySoft’s ETL-based integration, you can move transaction, account, or payment data between systems to reduce manual entry and keep both platforms consistent.

QuickBooks ToolkitSalesforce Toolkit

QuickBooks with Salesforce Integration

Sample Integration Use Case

Sync Customer Billing Data Across Platforms

Sync Customer Billing Data Across Platforms

Your sales team manages customer records in Salesforce while your finance team uses QuickBooks for invoicing and payments. You want both teams to access accurate billing details for every account.

  • Customer Data Extracted from Salesforce: Filtered by stage, account status, or custom tags

  • ETL Workflow Maps to QuickBooks: Fields transformed to match invoice or payment structures

  • Data Pushed to QuickBooks: Automatically create or update billing records as deals progress

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Developed for Complex Enterprise Workloads

Our Solutions Are Built to Support
Advanced Data Workflows Across Systems

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Reduce Manual Entry and Improve Cash Flow Tracking

Reduce Manual Entry and Improve Cash Flow Tracking

Connecting QuickBooks and Salesforce ensures customer and financial data stay consistent across departments. Syncing records reduces duplicate entries, minimizes errors, and speeds up internal processes.

Improve Visibility Between Teams

Keep sales and finance teams on the same pages by sharing billing, payment, and account details across both platforms.

Improve Visibility Between Teams

Aligned Data and Improved Workflows

Eliminate duplicate entries and improve record accuracy across systems.

Scenario Data Movement Business Outcomes
Sync customer accounts Salesforce → QuickBooks Ensure consistent billing contact info
Push closed-won deals Salesforce → QuickBooks Automatically generate invoices
Import payment status QuickBooks → Salesforce Keep the sales team informed of outstanding balances
Transfer transaction history QuickBooks → Salesforce Provide full financial visibility in CRM
Update billing addresses Salesforce → QuickBooks Maintain accurate contact records

System Compatibility

Integration Tools Built for Each System

Access the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.

Comprehensive Integration Solution
Using Our SSIS Ultimate Edition

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QuickBooks Integration Scenarios

View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.

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Integrate QuickBooks with Stripe
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Integrate QuickBooks with WooCommerce
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Integrate QuickBooks with WordPress
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Integrate QuickBooks with Xero
Integrate QuickBooks with Zoho Books
Integrate QuickBooks with Zoho Books

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and Migration Problems

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