Salesforce to
QuickBooks
Integration
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.
Supports QuickBooks Desktop (Pro, Premier, Enterprise) and QuickBooks Online (all editions), including Advanced Inventory, multi-company files, and hosted environments (Right Networks, Trapp Technology).
Choose your edition.
Three editions designed to match the needs and budget of every business — from growing teams needing foundational sync, to enterprises requiring AI-powered automation and predictive analytics.
What gets synced — every object.
Standard mappings cover the full Quote-to-Cash lifecycle — from Accounts and Contacts through to Payments and Reconciliation. All mappings are configurable to your exact field names and business rules.
| Salesforce Object | Direction | QuickBooks Object | Notes |
|---|---|---|---|
| Account | ⇄ Bi-directional | Customer | Master record with dedup logic; CustomerNo writeback to Salesforce |
| Contact | ⇄ Bi-directional | Customer Contact | Billing and shipping contacts maintained; parent Account linked |
| Opportunity (Closed Won) | → To QB | Estimate / Quote | Triggers on Closed Won stage; line items, discounts, and taxes mapped |
| Order | → To QB | Sales Order / Invoice | Configurable: create Sales Order or Invoice depending on business rules |
| Product / Price Book | ⇄ Bi-directional | Item / Service | Price sync with multi-currency support; item type mapping configurable |
| Payment Status | ← From QB | Payment / Receipt | Real-time financial visibility on Opportunity and Order records in Salesforce |
| Credit / Refund | ⇄ Bi-directional | Credit Memo | Credit memos sync back to Salesforce cases or account records |
| Vendor / Supplier Optional | ⇄ Bi-directional | Vendor | AP integration optional; requires Ultimate Edition or add-on |
| Bill / PO Optional | ← From QB | Bill / Purchase Order | Full AP view in Salesforce; requires Ultimate Edition or add-on |
How the integration works.
InterWeave provides the data structure, workflow, and complex processing logic necessary to ensure fast, reliable, and secure synchronisation between Salesforce and QuickBooks.
What customers experience.
The measurable ROI benefits customers see after deploying the Salesforce ↔ QuickBooks integration from InterWeave.
Salesforce ↔ QuickBooks
FAQs.
The most common questions about the InterWeave Salesforce to QuickBooks integration — covering data objects, sync behaviour, customisation, security, and implementation.
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.
InterWeave supports:
- QuickBooks Desktop — Pro, Premier, and Enterprise
- QuickBooks Online — all editions
- QuickBooks Advanced Inventory — for companies with complex multi-location inventory needs
Both single-company and multi-company QuickBooks environments are supported, including hosted QuickBooks solutions such as Right Networks and Trapp Technology.
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)
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 — closing the loop from Opportunity → Invoice → Payment → Reconciliation.
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, instalment plans, or subscription payments
InterWeave supports:
- 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. The mix is fully configurable per object type.
InterWeave applies system-of-record rules: Salesforce is master for sales data, QuickBooks for financial transactions. Duplicate prevention logic checks existing Customers, Invoices, and Items before creating new records. Conflicts are flagged in the InterWeave Dashboard with tools for manual resolution and a full audit trail of every decision.
Yes. InterWeave supports:
- Multi-entity QuickBooks company files — with consolidated reporting if required
- Hosted QuickBooks environments — including secure connections to Right Networks and Trapp Technology
- Multi-currency environments with configurable currency conversion rules
- TLS/SSL encryption for all data transfers
- Role-based access controls with detailed audit logs
- PCI-DSS compliance when paired with the InterWeave SmartPayment Gateway
- Sensitive financial or payment data is never stored in Salesforce or QuickBooks
- 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
Yes. With the InterWeave SmartPayment 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.
- Standard templates: 2–4 weeks
- Customised deployments: 6–10 weeks (multi-entity, Advanced Inventory, or heavy customisation)
InterWeave's pre-built SmartTrack templates accelerate implementation by covering most common Salesforce ↔ QuickBooks use cases — so you're not starting from a blank configuration.
Subscription-based (annual) by edition: Professional ($2,199/yr), Enterprise ($2,999/yr), Ultimate ($3,299/yr) — all plus Configuration, Training, and Support charges. Add-ons available: SmartPayment Gateway, Multi-company support, Advanced Inventory integration. Contact InterWeave for a detailed quote tailored to your specific scope.
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 without requiring you to manage API version changes or adapter updates yourself.
- Elimination of double entry between Salesforce and QuickBooks
- Faster Quote-to-Cash cycles — from Closed Won to Invoice in seconds
- Improved invoice / payment accuracy — no transcription errors
- Real-time visibility for both Sales and Finance teams
- Reduced reconciliation workload for finance teams at month-end
See it in action.
Watch InterWeave videos covering Salesforce to QuickBooks integration, payment gateway setup, eCommerce connection, and more.
Salesforce ↔ QuickBooks — start today
Salesforce and QuickBooks.
Finally talking to each other.
Deploy the InterWeave Salesforce to QuickBooks integration and automate your entire Quote-to-Cash process — from Closed Won to reconciled payment, without manual entry.