Salesforce to QuickBooks Online
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 a variety of financial applications, including popular platforms like QuickBooks, Sage and MS Dynamics.
The key to the InterWeave SmartTracks Program is the Solutions are Pre-configured with Standard CRM Objects. Each Edition comes with different configuration selections and features, allowing businesses to select the one that best suits their specific needs and budget.
Pre-Configured Solutions
Real-time data synchronization, customizable workflows, and support for multiple integration directions — a complete, expansive and thoroughly tested solution for you on day one.
Custom Solutions Available
If you need a complete custom solution, we provide these every day. Our SmartTracks editions serve as the foundation — any bespoke workflow, field mapping, or multi-entity configuration is within reach.
InterWeave SmartTracks Editions
Configurable Solutions between your favorite CRM's and QuickBooks Online.
- Standard configuration per industry
- Training & Support Included
- Full AR & AP feature set
- Real-time sync
- All Professional Edition features
- Multi-currency & multiple price books
- Multiple company files
- Multi-Cloud Integration, Multiple Nodes
- Configuration, Training & Support
- All Enterprise Edition features
- Journal Entry & Time Tracking
- COA integration via iObject
- Payment Gateway add-on available
- eCommerce & Inventory Management
Salesforce to QuickBooks Online — Feature Detail
Pre-configured Solutions covering all AR/AP transaction integration.
Professional Edition — AR/AP Objects
Standard CRM objects pre-mapped to QuickBooks Online entities
Customer & Account Mapping
- Salesforce Account/Contact → Customer / Sub-Customer / Project
- Salesforce Person Accounts → Customer
- Salesforce Products → Items
Transaction Integration
- Opportunity/Orders → Invoices
- Opportunity/Orders → Sales Receipts
- Opportunity/Orders → Estimates
- Opportunity/Order → Payments Received
- Payments → InterWeave iObject
- Credit Memos → InterWeave iObject
Operations & Monitoring
- Connection & Error Management
- Log Viewer
- Automatic email or IM notification on error
Vendor & Account Mapping
- Salesforce Account/Contact → Vendors
- Salesforce Products → Items
Transaction Integration
- Opportunity/Orders → Purchase Orders
- iObject → Bills
- iObject → Vendor Credits
- iObject → Deposits
- iObject → Checks
- iObject → Credit Card Charge
- Bill Payments → InterWeave iObject
- iObject → Statement Charges
Operations & Monitoring
- Connection & Error Management
- Automatic email or IM notification on error
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 Mgmt (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.
InterWeave was designed for organizations with highly distributed operations and large partner/customer communities who need to share data transactions. 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, 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. Add-ons include Managed Hosting, Smart+ Support, access to Financial Advisors, and more. 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. For CRM partners, REST and SOAP protocols have been developed and extended over many years.
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 Accounting 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