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.
Sample Integration Use Case
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.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
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.
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
QuickBooks
Support for invoice, customer, and transaction records with field-level control and filtering.
Learn More
Salesforce
Work with account, opportunity, and custom entities using flexible component mappings. .
Learn MoreAccess 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
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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More Data Integration Use Cases
See more use cases across databases,
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