Salesforce QuickBooks Integration - Online & Desktop
The ERPPlugs QuickBooks-Salesforce connector syncs Accounts, Contacts, Products, Opportunities, and invoices between Salesforce and QuickBooks. It supports QuickBooks Online through its REST API and QuickBooks Desktop through a secure local agent. Closed-won Opportunities can create QuickBooks invoices or estimates, and invoice and payment status is written back to Salesforce.
Connect Salesforce to QuickBooks Online or QuickBooks Desktop so closed deals become invoices and payment status shows up on the Salesforce Account.
What this connector does
Small and mid-sized teams often sell in Salesforce but bill in QuickBooks, which leaves someone re-typing deals into invoices and chasing payment status by email. This connector maps Salesforce Accounts to QuickBooks Customers, Opportunity products to invoice line items, and QuickBooks payments back to the Salesforce record. It works with both QuickBooks Online and QuickBooks Desktop, so you can keep the accounting setup you already have.
At a glance
- Category
- crm
- Capabilities
- 12
- Synced data types
- 5
- Setup time
- ~5 minutes
What changes when you plug ERPPlugs in
See how automation transforms your QuickBooks-Salesforce workflow.
| Task | Manual Integration | ERPPlugs |
|---|---|---|
| Invoice creation | Someone re-types each closed Opportunity into QuickBooks as an invoice | Closed-won Opportunities create invoices or estimates in QuickBooks automatically |
| Customer records | The same customer exists in Salesforce and QuickBooks under slightly different names | Accounts and Customers are matched by rules and kept in step |
| Payment status | Reps email the bookkeeper to ask whether an invoice has been paid | Invoice status and balance appear on the Salesforce Account |
| Product pricing | Item prices in QuickBooks drift from the Salesforce price book | Items sync to Salesforce so reps quote from the same list |
| Month-end review | Bookkeeper compares CRM deals to invoices by hand to find missing bills | Opportunities with no invoice are easy to spot from the written-back invoice number |
Built for teams that need reliable automation
The QuickBooks <-> Salesforceconnector fits into finance, ops, and revenue teams that have outgrown copy-paste — the ones whose month-end close should not depend on a spreadsheet, whose ledger accuracy should not depend on human vigilance, and whose sales velocity should not stall behind an accountant's inbox.
Below are the roles that get the fastest return the moment this connector goes live. If yours is on the list, the payback is typically visible in the first billing cycle.
Bookkeeper or Accountant
Wants invoices to arrive in QuickBooks with correct customers, items, and tax codes instead of being typed from a CRM export.
Sales Rep or Account Owner
Needs to see whether a customer has paid before pitching a renewal or upsell, without leaving Salesforce.
Founder or Operations Lead
Runs a small team on Salesforce and QuickBooks and wants fewer manual handoffs without hiring an integration developer.
How data flows and what gets synced
The bridge between QuickBooks and Salesforce, and the exact records that move across it.
QuickBooks
ERPPlugs Engine
Salesforce
| Data Type | Direction | Frequency |
|---|---|---|
| Accounts/Customers | Bidirectional | On change |
| Opportunities to Invoices | Salesforce → QuickBooks | On close-won |
| Products/Items | QuickBooks → Salesforce | Scheduled |
| Invoice Status & Balance | QuickBooks → Salesforce | On change |
| Payments | QuickBooks → Salesforce | On payment received |
Common automation scenarios
Real workflows this connector automates for you.
When
Opportunity moves to Closed Won in Salesforce
Invoice created in QuickBooks with matching customer, items, and tax codes
When
Payment applied to an invoice in QuickBooks
Invoice status and balance updated on the Salesforce Opportunity and Account
When
New Customer created in QuickBooks
Matching Account created or linked in Salesforce to avoid duplicates
When
Invoice becomes overdue in QuickBooks
Task created for the Account owner in Salesforce to follow up
What's included
Everything this connector automates out of the box, no extra setup required.
Key Benefits
What changes for your team once this connector goes live.
Deal to Invoice
Closed-won Opportunities turn into QuickBooks invoices without retyping.
One Customer Record
Accounts and QuickBooks Customers stay matched and de-duplicated.
Payment Visibility
Reps see paid and overdue status on the Account before they call.
Traceable Changes
Every field-level change is logged for review.
Try the QuickBooks ↔ Salesforce Connector Free
Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between QuickBooks and Salesforce inside 5 minutes.
Compliance-ready. Live in minutes.
What you get out of the box for statutory compliance — and the exact steps to go live.
Compliance & Compatibility
QuickBooks
QuickBooks Online and QuickBooks Desktop (Pro, Premier, Enterprise)
Salesforce
Salesforce Sales Cloud — Professional (with API access), Enterprise, and Unlimited editions
Setup in Minutes
Connect Salesforce
Authorize ERPPlugs through a Salesforce Connected App using OAuth 2.0.
Connect QuickBooks
Authorize QuickBooks Online with OAuth, or install the ERPPlugs agent next to your QuickBooks Desktop company file.
Map Accounts, Products and Taxes
Set customer match rules, map Products to Items, and choose the tax codes and classes to apply on invoices.
Test and Go Live
Push a sample Opportunity to a test invoice, review the result in both systems, then enable the sync.
7-Day Free Trial
Start free for 7 days — no credit card required
Connect your ERP and start syncing in 5 minutes. Try ERPPlugs free for 7 days — no commitment, no payment details, cancel anytime.
- Full access to all 150+ ERP connectors
- Real-time data sync across every integration
- No credit card required to start
- 7 days, cancel anytime — no long-term commitment
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Docs, guides, and other ways to get more out of QuickBooks.
Frequently Asked Questions
Yes. ERPPlugs connects to QuickBooks Online through the Intuit REST API with OAuth 2.0. For QuickBooks Desktop, ERPPlugs uses a lightweight agent installed on the machine that hosts your company file. The same Salesforce-side mapping rules apply to both.
ERPPlugs can create a QuickBooks invoice or estimate when an Opportunity reaches a stage you choose, such as Closed Won. Line items come from the Opportunity products, matched to QuickBooks Items. The invoice number is written back to the Opportunity so the rep can see it.
ERPPlugs matches Salesforce Accounts to QuickBooks Customers using rules you configure, such as email, display name, or an external ID field. A match updates the existing record instead of creating a new one. Records that cannot be matched confidently are listed for review.
Yes. When a payment is applied to an invoice in QuickBooks, ERPPlugs updates the invoice status and balance on the related Salesforce record. Account owners can then see paid, partially paid, or overdue invoices without opening QuickBooks.
ERPPlugs can either hold the invoice for review or create the missing Item, depending on the setting you choose. The exception is logged with the Opportunity it came from. This prevents invoices with wrong line items from being posted silently.
Ready to connect QuickBooks with Salesforce?
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