Salesforce to QuickBooks Desktop
SmartTracks
What are InterWeave SmartTracks?
Welcome to InterWeave! Automating CRM Integration in a configurable, intelligent way, conforming to your business process and workflow, helps you support your customers smarter and faster.
Introducing the InterWeave SmartTracks Program. We have encapsulated our 17 years of experience into Pre-configured Solutions which seamlessly integrate your CRM with financial applications including QuickBooks Desktop, Sage, and MS Dynamics.
The key to the InterWeave SmartTracks Program is the Solutions are Pre-configured with Standard CRM Objects. Each Edition includes features like real-time data synchronization, customizable workflows, and support for multiple integration directions — a complete, expansive and thoroughly tested Solution for you on day one.
Pre-Configured for Desktop
Standard Salesforce objects — Accounts, Contacts, Opportunities, Orders, Products — are pre-mapped to QuickBooks Desktop entities including Customers, Jobs, Sales Orders, Estimates, and more.
Custom Solutions Available
If you need a complete custom solution, we provide these every day. The SmartTracks edition is your foundation — bespoke field mapping, multi-company files, and complex workflows are all within reach.
InterWeave SmartTracks Editions
Configurable Solutions between your favorite CRM's and QuickBooks Desktop.
- Full AR & AP feature set
- Customer/Job mapping
- Sales Orders & Invoices
- Configuration, Training & Support
- All Professional Edition features
- Multi-currency & multiple price books
- Multiple company files
- Multi-Cloud Integration, Multiple Nodes
- Multiple Financial Applications
- All Enterprise Edition features
- Journal Entry & Time Tracking
- COA integration via iObject
- Payment Gateway add-on available
- eCommerce & Inventory Management
Salesforce to QuickBooks Desktop — Feature Detail
Pre-configured Solutions covering all AR/AP transaction integration for you to choose from.
Professional Edition — AR/AP Objects
Standard CRM objects pre-mapped to QuickBooks Desktop entities
Customer & Job Mapping
- Salesforce Account/Contact → Customer / Job Desktop
- Salesforce Person Accounts → Customer / Job Desktop
- Salesforce Account/Contact → Jobs Desktop
- Salesforce Products → Items
Transaction Integration
- Opportunity/Orders → Sales Orders Desktop
- Opportunity/Orders → Invoices
- Opportunity/Orders → Sales Receipts
- Opportunity/Orders → Estimates
- InterWeave iObject → Payment Received
- Payments → InterWeave iObject
- Credit Memo → InterWeave iObject
Operations & Monitoring
- Connection & Error Management and Monitoring
- Automatic email if error detected
Vendor & Account Mapping
- Salesforce Account/Contact → Vendors
- Salesforce Products → Items
Transaction Integration
- Opportunity/Orders → Purchase Orders
- InterWeave iObject → Bills
- InterWeave iObject → Vendor Credits
- InterWeave iObject → Deposits
- InterWeave iObject → Checks
- InterWeave iObject → Credit Card Charge
- InterWeave iObject → Bill Payment
- InterWeave iObject → Statement Charges
Operations & Monitoring
- Connection & Error Management and Monitoring
- Log Viewer
- Automatic email or IM notification if error detected
Enterprise Edition
- Multi-currency & multiple price books
- Multiple company files
- Multi-Cloud Integration / Multiple Nodes
- Multiple Financial Applications integrated
Ultimate Edition
- iObject → Account (COA)
- iObject → Journal Entry
- iObject → Time Tracking
- Combination of Buttons and Flows
- Credit Card / ACH Payment Gateway (add-on)
- Custom Payment Portal (add-on)
- eCommerce Gateway / Inventory Management (add-on)
SmartTracks Service Charges
- Standard Objects in Salesforce
- Two hours of Project Management
- Up to three Zoom Meetings
- No Additional Solutions selections
- Maximum of two InterWeave Profiles
- Configuration – 6 hours
- Training – 4 hours
- Support – 6 hours
SmartTracks Add-Ons
Payment Network Partners
Run Payments simplifies payment acceptance with essential tools. The Runverse integrates gateways, processors, and payment apps into a unified platform, supported by exceptional assistance.
Banks, fintechs, and software providers choose TransferMate for enhanced user experiences. Leveraging its technology and global banking, companies access improved rates and reconciliation.
Questions about SmartSolutions
Integration Technologies provides integration solutions and services that help connect and integrate assets across our customers' enterprise in real-time with the industry's most comprehensive SaaS Integration Platform — InterWeave, the SmartIntegration Platform for CRM.
Designed for organizations with highly distributed operations and large partner/customer communities. Fast, affordable, and tailored to meet our customers' needs, InterWeave can jump-start or expand a company's integration efforts, generating immediate business value and rapid ROI.
InterWeave is organized into three integration tenants:
- Financial Application Integration Cloud — QuickBooks Desktop & Online, Sage, MS Dynamics, Oracle and others in a hub/spoke cloud model.
- Payment Processing Cloud — Real-time, scheduled and recurring payments with 49+ Merchant Service Providers.
- Multi-Cloud Integration — Integrate your CRM with anything, anywhere, across any device.
Our customers have a choice of multiple Editions covering Financial Services Integration, Payment Integration, and Multi-Cloud Integration. Editions are feature-rich and extensible with available add-ons. For nonprofit, education, or philanthropy sectors, InterWeave offers special discounts.
InterWeave currently has 28 Protocol Specific Connectors, addressing over 90% of known protocol standards. You can integrate, import, and export data from any application or data entity that has an API in real-time. REST and SOAP protocols are natively supported and deeply extended.
Yes. InterWeave supports One to One, One to Many, Many to Many, and more. Our Franchise Edition allows customers to integrate their CRM with over 28 QuickBooks Desktop Company files simultaneously.
InterWeave has integrated with over 48 ERP systems since 2006. Options include:
- Accounting → CRM → ERP seamless data pipeline with validation
- Business Process and Workflow execution at entity level or in real-time
- Support for Financial Management, HR, Inventory, Order & Supply Chain Management
The Complete Guide to InterWeave, the SmartIntegration Platform for CRM
Ok, let's Schedule a Meeting
Ready to see how InterWeave connects Salesforce to QuickBooks Desktop? Book a Solutions Demo with our team — we'll walk through your use case, recommend the right Edition, and answer any technical questions.