Salesforce to QuickBooks Integration by InterWeave

The SmartIntegration Platform for CRM

Professional Edition

Foundational, intelligent data synchronization for seamless connectivity and efficiency in growing teams. Emphasizes smart, intuitive setup

^$ 2199 _/year

+ Configuration, Training and Support charges

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Enterprise Edition

AI-powered automation and adaptive workflows for optimized operational intelligence and prescriptive actions. Highlights intelligent, self-optimizing processes.

^$ 2999 _/year

+ Configuration, Training and Support charges

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Ultimate Edition

Enterprise-grade, generative AI-driven integration and predictive analytics for transformative insights and future-proof digital ecosystems. Conveys a highly advanced, cognitive integration hub.

^$ 3299 _/year

+ Configuration, Training and Support charges

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Salesforce to QuickBooks FAQs

1. What does the Salesforce ↔ QuickBooks integration with InterWeave provide?

InterWeave SmartSolutions connects Salesforce CRM with QuickBooks (Desktop or Online) to automate Quote-to-Cash, Order-to-Invoice, and Payment-to-Reconciliation processes. Data flows bi-directionally, ensuring sales, finance, and operations teams work from the same, accurate data set — eliminating manual entry and reducing errors.

2. Which QuickBooks versions are supported?

InterWeave supports:

QuickBooks Desktop (Pro, Premier, Enterprise)
QuickBooks Online (all editions)
QuickBooks Advanced Inventory (for companies with complex inventory needs)

Both single-company and multi-company QuickBooks environments are supported, including hosted QuickBooks solutions (Right Networks, Trapp Technology, etc.).

3. What data objects are typically integrated?

Standard mappings include:

Salesforce Accounts ↔ QuickBooks Customers
Salesforce Contacts ↔ QuickBooks Customer Contacts
Salesforce Opportunities ↔ QuickBooks Estimates/Quotes
Salesforce Orders ↔ QuickBooks Sales Orders or Invoices
Salesforce Products/Price Books ↔ QuickBooks Items/Services
Payments, Credits, and Refunds
Vendors ↔ Bills/Payables (optional if AP integration is enabled)

4. How does InterWeave handle the Quote-to-Cash process?

When an Opportunity is marked Closed Won in Salesforce, InterWeave automatically creates a Quote, Sales Order, or Invoice in QuickBooks.
Products, line items, discounts, and taxes are mapped seamlessly.
Payment status in QuickBooks flows back into Salesforce, giving sales teams real-time financial visibility on invoices and opportunities.

5. Can the integration be customized for our business rules?

Yes. InterWeave is 100% configurable:

Map custom Salesforce fields and objects directly into QuickBooks.
Apply conditional rules (e.g., specific Opportunity Types create Sales Orders instead of Invoices).
Configure tax handling, multi-currency, payment terms, and approval processes.
Automate recurring billing, installment plans, or subscription payments.

6. How does synchronization work (real-time or batch)?

Real-time sync for critical transactions (e.g., Closed Won → Invoice).
Scheduled batch syncs for high-volume financial data.
Event-driven triggers tied to Salesforce workflows.

Most customers use a hybrid approach: real-time for sales-critical processes, batch for reconciliation.

7. How are conflicts or duplicates handled?

InterWeave applies system-of-record rules: Salesforce as master for sales data, QuickBooks for financial transactions.
Duplicate prevention logic checks existing Customers, Invoices, or Items.
Conflicts are flagged in the InterWeave Dashboard with tools for manual resolution.

8. Does InterWeave support multi-entity or hosted environments?

Yes. InterWeave supports:

Multi-entity QuickBooks company files (with consolidated reporting if required).
Hosted QuickBooks environments, including secure connections to major hosting providers like Right Networks and Trapp Technology.

9. How secure is the integration?

TLS/SSL encryption for all data transfers.
Role-based access controls with detailed audit logs.
PCI-DSS compliance when paired with InterWeave Smart Payment Gateway.
Sensitive financial or payment data is never stored in Salesforce or QuickBooks.

10. How are errors and monitoring managed?

Transaction-level logging for every sync event.
Error queues with automated retries for failed transactions.
Dashboard visibility into performance, throughput, and failures.
Proactive alerts via email or Salesforce notifications for administrators.

11. Can InterWeave also integrate payments?

Yes. With the InterWeave Smart Payment Gateway, you can:

Accept payments directly in Salesforce (credit card, ACH, eCheck).
Automatically record transactions in QuickBooks.
Push payment statuses back into Salesforce for real-time sales visibility.

This closes the loop from Opportunity → Invoice → Payment → Reconciliation.

12. How long does implementation take?

Standard templates: 2–4 weeks.
Customized deployments: 6–10 weeks (multi-entity, Advanced Inventory, or heavy customization).

InterWeave’s pre-built templates accelerate implementation by covering most common Salesforce ↔ QuickBooks use cases.

13. What is the pricing model?

Subscription-based (monthly or annual) by edition: SmartEssentials, SmartAdvanced, SmartElite.
Professional Services for initial setup, customization, and training.
Add-ons (Payment Gateway, Multi-company, Advanced Inventory) available as upgrades.

14. Will Salesforce or QuickBooks upgrades break the integration?

No. InterWeave maintains version-compliant adapters for both Salesforce and QuickBooks. The integration is kept current with Salesforce release cycles and QuickBooks updates, ensuring long-term stability.

15. What ROI benefits do customers see?