Integrations
Salesforce and Quickbooks Online Integration

Salesforce and QuickBooks Online Integration

Automate the creation of invoices from both built-in and customized objects, synchronize customer and sales data, as well as transactions and product details through our QuickBooks Online - Salesforce integration. Enhance operational efficiency by effortlessly managing these tasks for a seamless business experience.

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salesforce and quickbooks online integration

Salesforce + QuickBooks Online Integration Connector

Compatible with CSV files and Microsoft Excel

Integration of QuickBooks Online with Salesforce provides a holistic view, sharing data between sales and accounting, including customer info, sales orders, expenses, and invoicing. This synergy minimizes duplicate data entry, enhances productivity, and provides valuable insights for forecasting. Continuous collaboration between accounting, sales, and other teams involves sharing customer information, expenses, sales orders, and invoicing. Manual data exchange hinders processes and increases the risk of errors.

Discover the Power of Salesforce Integration with QuickBooks Online

Cost and Time Savings

Automate repetitive tasks and reduce manual data entry, resulting in cost and time savings, and allowing resources to be allocated more efficiently within your organization.
Streamlined Data Sync

Effortlessly synchronize and update customer data between Salesforce and QuickBooks Online, ensuring accuracy and consistency across platforms.
Automated Workflows

Trigger automated actions based on specific events, optimizing sales processes, and enhancing overall efficiency.
Enhanced Customer Engagement

Elevate customer interactions with personalized communications and real-time notifications, fostering stronger relationships and loyalty.
Increased Productivity

Streamlined workflows and automated processes eliminate manual tasks, allowing your team to focus on high-value activities, and boosting overall productivity.
User-Friendly Interface

Benefit from a user-friendly interface that simplifies the integration process, reducing the need for complex coding and technical expertise.
Lead Management

Effectively manage leads by integrating lead-related data seamlessly, providing a comprehensive view of your sales pipeline.
Financial Data Accuracy

Ensure accurate and up-to-date financial information by synchronizing transactions and product data between Salesforce and QuickBooks Online.
Secure Data Transfers

Prioritize data security with top-tier measures, guaranteeing safe and compliant transfer of sensitive information between the two platforms.
Seamless Collaboration

Foster seamless collaboration between Salesforce and QuickBooks Online, promoting better communication and coordination across different business functions.

How It Works

Discover how Salesforce + QuickBooks Online Integration works effortlessly

1

Authenticate both platforms securely.
2

Pick a trigger app to initiate your automation swiftly.
3

Select an action from the other app conveniently.
4

Effortlessly choose the data to exchange between the apps.

Save time for more essential tasks with simplified automation.

Connect

Establish a secure link between Salesforce and QuickBooks Online effortlessly, creating a foundation for seamless data exchange and integration initiation.

Configure

Tailor the integration to your needs by customizing settings, ensuring a harmonized workflow alignment between Salesforce and QuickBooks Online.

Sync and Collaborate

Synchronize customer data, transactions, and products between platforms. Promote collaboration with a unified data view, enhancing team coordination.

Automate

Boost efficiency by automating workflows and processes. Set triggers for actions, reducing manual intervention and allowing strategic focus for your team.

Reason to choose Aonflow

Multi-tenant Architecture

Imagine a world where your whole team can work together seamlessly. Aonflow's multi-tenant architecture lets everyone in your organization collaborate effortlessly on creating and managing workflows.
Privileges-based system

No more head-scratching over who gets access to what. With Aonflow, you enjoy the privileges from granting to restricting access based on different roles in your workflow.
See the Big Picture

Aonflow gives you a bird's-eye view of your data's journey. Say goodbye to data mysteries and hello to informed decisions with our longitudinal views.
Connect the Dots Like a Pro

Connecting the dots has never been simpler. Aonflow makes creating connectors a piece of cake. Forget about dealing with third-party apps for credentials—it's all smooth, seamless, and ready to flow.
Eliminate Token Headaches

Token expirations? Not on our watch. Aonflow's advanced algorithms detect expired connections and refresh them automatically. Your data moves smoothly, without any interruptions.
Your Workflow, Your Schedule

Take the reins with Aonflow's scheduling feature. Plan and execute workflows on your terms, making the most of your resources.
Fewer Trips to Third-Party Apps

Aonflow's secret ingredient is cached systems. They store the data that doesn't change often, like entity details and fields. Less back-and-forth with third-party apps, but you can refresh when you want.
Field Magic

Aonflow does the heavy lifting with field mapping. We've got your back by pre-filling those essential fields for any entity. No more memorizing field-related entities.
Your Data, Your Way

Need to give your data a makeover? Aonflow's got you covered with expressions. Customize your data before sending it off with ease.
Grab Data from Linked Tables

Use references to grab data from linked tables and whisk it away to your chosen destination. It's like having your own data chauffeur.
Create Custom Fields on the Fly

Like custom fields? Aonflow makes it a breeze. Create them right from the app, no third-party app detours are needed.
Super Easy Upserts

Aonflow knows third-party apps like a best friend. We offer upsert options just like the apps do. Keep things smooth and simple.
Real-Time Play-by-Play

Stay in the know with real-time updates during data transfer. Watch the action unfold as your data goes from source to destination.
Logs for Data Detectives

Get all the necessary details with comprehensive logs. See what went right and, if things went sideways, uncover the ‘Why.’
Execution Insights

Dive deep into every execution with Aonflow. Know how many data points made the leap and every step they took along the way.
Seamless Integration for Everyone

Aonflow is user-friendly through and through. No need to be tech-savvy. Everyone in your team can use it like a pro.

Our Integration Promise

Harmonized Data Flow

Seamlessly sync data, breaking down information silos for a unified view across Salesforce and QuickBooks Online.

Scalability Assurance

Aonflow adapts to your growth, meeting evolving needs, and delivering a reliable, future-proof Salesforce and QuickBooks Online integration.

Customized Workflows

Tailor automation to align with your unique business processes, ensuring efficient task management and collaborative optimization.

PLEASE NOTE: To unlock the potential of Salesforce and QuickBooks Online iIntegration, an Aonflow account is indispensable. Experience seamless connectivity and harness the benefits of our integration solutions. Sign up at "app.aonflow.com/auth/signup" for your free account today.

Need support with QuickBooks Online and Salesforce integration?

How to Connect Salesforce with QuickBooks Online

Harness the potential of Salesforce + QuickBooks Online Integration, effortlessly linking customer data, automating workflows, and enhancing collaboration seamlessly.

Experience the synergy of two leading platforms.

Enjoy seamless communication, automated workflows, and superior data management to elevate your business efficiency significantly.

Understanding Aonflow Triggers and Actions

User-Friendly Editor

Create workflows using Aonflow’s simple and user-friendly interface.

Personalized Logic

Build custom actions based on if/then rules.

Robust Security

Automate confidently with top-level data protection.

Step-by-Step Automation Process

Synchronizing data doesn't need to be difficult or complex. Here are the triggers and actions for Salesforce and QuickBooks Online

Trigger

Action

TRIGGERS

When specific events occur

Generic / polling:

Creation of a new Account or update of an existing Account
Creation of a new Item (e.g., product or service)
Generation of a new Invoice in Quickbooks based on actions
Receipt of payment for an existing Bill
...and more

This polling trigger retrieves objects of any selected type, supporting response pagination and various business entities.

Fundamental:

Creation or update of a custom or built-in object in Salesforce (e.g., Account, Contact, Lead, Product)

Advanced:

Results from an SOQL query, e.g., checking the account and contact associated with a recently updated opportunity or setting the currency to corporate currency when a new opportunity is created

Receipts of payments received in QuickBooks Online are created in Salesforce in real-time.

ACTIONS

Perform the following tasks

Fundamental:

Generate a new entity that cannot be added with the API
Add a new entity or update an existing one in Quickbooks
For instance: Create a new Account in Quickbooks when a new Lead is generated in
Salesforce, Update the Invoice in Quickbooks when a Billing Address is changed in Salesforce
Establish a new object in Salesforce (e.g., Account, Lead, Contact, Opportunity)
Create or update a designated object in Salesforce
Retrieve a list of objects that meet specific criteria
Retrieve an object available in Salesforce by a chosen field (e.g., Account ID)

Advanced:

Apply filters to your organization's data for specific information using SOQL
Swiftly load large data quantities from a CSV file into Salesforce - bulk create/update/delete/upsert action
Retrieve records to a CSV file - bulk query action

Multiple Apps

Unlimited Automation Possibilities

Connect Salesforce with QuickBooks Online and automate workflows.

Aonflow seamlessly transfers data between your web applications, allowing you to concentrate on your crucial tasks.

Simplify automation and eliminate hectic schedules.

Unified Financial Data Management

Efficiently manage financial data across platforms. Sync transactions, invoices, and customer information seamlessly between Salesforce and QuickBooks Online, ensuring accuracy and cohesion for informed financial decisions.

Automated Workflow Optimization

Optimize business processes with automation. From lead management to invoicing, automate repetitive tasks between Salesforce and QuickBooks Online, reducing manual efforts and enhancing overall workflow efficiency.

Real-Time Business Insights

Access real-time insights for strategic decision-making. Salesforce + QuickBooks Online Integration provides a unified view of customer interactions, transactions, and financial data, empowering data-driven business strategies for enhanced growth.

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Salesforce and QuickBooks Online Integration

Salesforce + QuickBooks Online Integration Connector

Discover the Power of Salesforce Integration with QuickBooks Online

Cost and Time Savings

Streamlined Data Sync

Automated Workflows

Enhanced Customer Engagement

Increased Productivity

User-Friendly Interface

Lead Management

Financial Data Accuracy

Secure Data Transfers

Seamless Collaboration

How It Works

Connect

Configure

Sync and Collaborate

Automate

Reason to choose Aonflow

Multi-tenant Architecture

Privileges-based system

See the Big Picture

Connect the Dots Like a Pro

Eliminate Token Headaches

Your Workflow, Your Schedule

Fewer Trips to Third-Party Apps

Field Magic

Your Data, Your Way

Grab Data from Linked Tables

Create Custom Fields on the Fly

Super Easy Upserts

Real-Time Play-by-Play

Logs for Data Detectives

Execution Insights

Seamless Integration for Everyone