Integrate Salesforce
with QuickBooks
Data Solutions
Connect Salesforce with QuickBooks to unify your customer relationship and financial data. With KingswaySoft’s integration tools, you can build automated workflows that transfer account, invoice, and payment information between platforms for improved accuracy and operational efficiency.
Sample Integration Use Case
Sync CRM and Accounting Records
Your sales team manages client interactions through Salesforce, while your accounting team uses QuickBooks for invoicing and financial records. You want to create a reliable sync process between the two to ensure both teams are working with the same customer and billing data.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Reduce Manual Entry and Improve Cash Flow Tracking
Syncing customer and invoice data eliminates double entry and reduces the risk of financial discrepancies.
Improve Visibility Between Teams
Maintain consistent records between Salesforce and QuickBooks so sales and finance teams can collaborate effectively.
Aligned Data and Improved Workflows
Keep your CRM and accounting systems aligned to improve customer service and billing accuracy.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Sync new customer records | Salesforce → QuickBooks | Avoid duplicate entries across systems |
| Transfer closed opportunities | Salesforce → QuickBooks | Automatically generate invoices after deal closure |
| Update contact information | Salesforce → QuickBooks | Keep financial records accurate with updated customer details |
| Sync invoice statuses | QuickBooks → Salesforce | Allow the sales team to track payment progress |
| Share outstanding balances | QuickBooks → Salesforce | Enable reps to follow up on overdue payments |
System Compatibility
Integration Tools Built for Each System
Salesforce
Connect to standard and custom objects using API-based access with read/write support.
Learn More
QuickBooks
Read from and write to key records such as customers, invoices, payments, and accounts using API-based connectivity.
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
Salesforce 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,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics 365
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
SAP
SharePoint
