Integrate QuickBooks Online with Salesforce to automate your work
How Zapier works
Zapier makes it easy to integrate QuickBooks Online with Salesforce - no code necessary. See how you can get setup in minutes.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Set up your first integration
Quickly connect QuickBooks Online to Salesforce with a Zapier template.
Our most popular template
Frequently Asked Questions about QuickBooks Online + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Salesforce
How do I integrate QuickBooks Online with Salesforce without any coding?
We offer a no-code solution to integrate QuickBooks Online with Salesforce using triggers and actions. You can set up automated workflows that act upon triggers in one app to perform a specific action in the other, all without writing a single line of code.
What are the common triggers available for QuickBooks Online in the integration?
Common triggers for QuickBooks Online include 'New Customer', 'New Invoice', and 'New Payment'. These triggers can initiate actions within Salesforce, such as creating or updating records.
Can I create custom workflows between Salesforce and QuickBooks Online?
Yes, you can customize your workflows by selecting specific triggers from either QuickBooks Online or Salesforce and defining the corresponding actions to fit your business processes.
What kind of actions can be triggered in Salesforce through this integration?
Actions available in Salesforce include creating new records, updating existing records, and posting data to specific fields whenever a trigger event occurs in QuickBooks Online.
Is it possible to sync historical data between QuickBooks Online and Salesforce at setup?
While our integration primarily focuses on new data events via triggers, syncing historical data requires additional steps that involve exporting existing datasets and importing them into the desired platform.
How frequently does data sync between QuickBooks Online and Salesforce happen?
The frequency of data syncing depends on the triggering events you set up. Real-time sync occurs when specific events are triggered, ensuring immediate updates between both systems.
What should I do if my integration is not working as expected?
Ensure that all configured triggers and actions are active and set correctly. Double-check that both QuickBooks Online and Salesforce accounts are properly connected. If issues persist, our support team is available to assist further.
Connect QuickBooks Online and Salesforce to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.