QuickBooks Integration for Salesforce
By Breadwinner Integrations Inc.Accounting
- Rating
- 5.0
- Reviews
- 108
- Pricing
- Paid
- Listed since
- 2015
About QuickBooks Integration for Salesforce
QuickBooks Integration done right 🔥
QuickBooks Integration Features:
- Accounting automation, invoice generation, and quote-to-invoice from Opportunities, Accounts, or Custom Objects
- Financial data sync for invoice status tracking (paid, overdue, due) and payment reconciliation
- Accounts receivable and accounts payable automation via Bill, PO, and Invoice workflows
- QuickBooks online integration includes address sync & product sync — both directions, always current
- Recurring billing, subscription billing, and revenue workflow automation
- Multi-currency, multi-entity, and order-to-cash support for small business through enterprise
- Native Force.com architecture, Agentforce and Einstein ready
- Suggested account matching, pre-populated line items, guided workflows
- SOC 2 Type 2 compliant
Highlights
- QuickBooks integration Allow your sales team to raise QuickBooks Online Connector invoices in Salesforce and track their status i.e. overdue, due, & paid.
- Save Staff Time Eliminate the need for double data entry and reduce manual data errors. Provide staff with access to time-sensitive payment information directly from QuickBooks.
- Increase Data Visibility Empower your team with broader QuickBooks insight by giving them access to customer’s overall financial health in real-time.
- QuickBooks Invoicing Create invoices directly from Opportunities, Accounts, or custom objects using a guided workflow.
- AI Ready Salesforce AI (Agentforce / Einstein) with real-time financial data Automated billing and revenue workflows Real-time dashboards and forecasting Instant answers to financial questions inside Salesforce
- Implementation Install and configure in hours, not months Works with QuickBooks Online Designed for fast onboarding and immediate ROI Multi-currency and multi-entity support Secure access using Salesforce permissions Customisable workflows and objects
Screenshots
Image 1 of 4
Pricing
Paid.
Simple, scalable pricing with full data replication. Fast setup, no hidden fees, & real-time QuickBooks online integration inside Salesforce Visit: https://breadwinner.com/quickbooks-salesforce-integration/pricing/
The publisher offers discounts.
Compatibility
- Works with
- Experience Cloud
- Financial Services Cloud
- Health Cloud
- Requires
- Platform Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on October 11, 2021
- Industries
- Horizontal Product
- Financial Services
- High Tech
- Languages
- English
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