Salesforce and Quickbooks Online

Better Together

What

With a Salesforce to Quickbooks Online integration, you can make your data do more! Import your Quickbooks Customers and Vendors as Salesforce Accounts. Create Invoices or Estimates from your Salesforce Opportunity and send it to Quickbooks.

Why

Support the customer journey.
Your customer journey doesn't start and end with CRM. Once you've closed a deal in Salesforce, you need a quick way to send that information to Quickbooks so you can start sending invoices seamlessly.

Support the employee journey.
With a Quickbooks integration, you can empower your employees to do more within Salesforce. Depending on the integration type you choose, you can allow your employees to do the data entry in Salesforce without giving them a Quickbooks Online account. This can improve your company's security by limiting access to financial systems.

How

​You have options! Integration can be performed directly between Salesforce and Quickbooks Online by using BlueFire's proprietary Apex code.

Another option is to purchase middleware (we like using zapier.com).

There are also other third party apps on the AppExchange that you can purchase. We recommend using our implementation services for this approach.