Salesforce + QuickBooks Online Integrations
Put Salesforce + QuickBooks Online to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Salesforce and QuickBooks Online
See the kind of workflows teams build with Salesforce and QuickBooks Online below — describe the exact one you want above and the Agent builds it on demand.
Salesforce – QuickBooks Deal to Invoice Sync
Sync Salesforce opportunities to QuickBooks as invoices automatically — contacts matched, products mapped, and payment status tracked back in Salesforce without manual re-entry.
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Turn closed deals into client invoices
When a deal is marked won in Salesforce, automatically create an invoice in QuickBooks Online so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in QuickBooks Online, automatically update the deal stage in Salesforce to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Salesforce, automatically sync the customer record in QuickBooks Online to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with Salesforce and QuickBooks Online?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Salesforce and QuickBooks Online
Everything Salesforce and QuickBooks Online can do inside a workflow — the triggers that start one and the actions that run when it fires.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
QuickBooks Online Explore QuickBooks Online →
QuickBooks Online is a cloud accounting platform that helps small businesses track income, manage expenses, send invoices, and run financial reports.
TriggersTriggers when you add a new account.
Triggers when a new bank transaction is created.
Triggers when a new bill is added.
Triggers when you add a new customer.
Triggers when an estimate is emailed.
Triggers when you add a new estimate.
Attach a file or note to a QuickBooks record, or upload a standalone file without linking it to a record
Create a new bill, optionally tied to a customer.
Create a new bill, optionally tied to a customer (with line item support).
Create a new bill, optionally tied to a customer (with line item support).
Creates a new deposit in QuickBooks.
Creates a new employee.
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AccuLynx
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Act!
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Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
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AccountingSuite
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AdminPulse
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Aero Workflow
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Alegra
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Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Salesforce + QuickBooks Online
Is there a pre-built Salesforce + QuickBooks Online automation?
Yes — see the real automations above, already live on Knit. The Agent can also build a custom one if what you need isn't listed.
Does this require a pre-built Salesforce or QuickBooks Online connector?
No. The Agent works whether or not Salesforce or QuickBooks Online already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking QuickBooks Online and Salesforce streamline the sales-to-finance handoff?
Closing a deal in Salesforce can instantly create an invoice in QuickBooks Online, eliminating manual keying and speeding up revenue collection.
Can payment notifications in QuickBooks Online update deal stages in Salesforce?
Yes, when a customer settles an invoice in QuickBooks Online, the corresponding deal stage in Salesforce can automatically update to reflect a completed transaction.