QuickBooks Online + Salesforce

Create sales receipts in QuickBooks Online for updated records in Salesforce

Stay on top of your financial management with this smooth automation. Whenever there's a change to a record on Salesforce, it swiftly creates an updated sales receipt in QuickBooks Online. This ensures accurate invoicing in real-time, reduces manual data entry, and ultimately boosts your efficiency. Keep your attention fixed on growth, while routine billing tasks are seamlessly handled.

Stay on top of your financial management with this smooth automation. Whenever there's a change to a record on Salesforce, it swiftly creates an updated sales receipt in QuickBooks Online. This ensures accurate invoicing in real-time, reduces manual data entry, and ultimately boosts your efficiency. Keep your attention fixed on growth, while routine billing tasks are seamlessly handled.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Sales Receipt

    Triggers when a new sales receipt is added (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn more

Related categories

  • Accounting

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier