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QuickBooks Online + Salesforce

Create bills in QuickBooks Online from new records in Salesforce

This workflow comes to life when there's a new record in Salesforce. It swiftly takes that information and follows up by creating a bill in QuickBooks Online, an entire process that is efficient and automatic. Ideal for keeping your financial records up to speed with your sales activity, it offers a seamless bridge between your customer management and accounting tools. This streamlined workflow effortlessly minimizes redundancy and data entry errors.

This workflow comes to life when there's a new record in Salesforce. It swiftly takes that information and follows up by creating a bill in QuickBooks Online, an entire process that is efficient and automatic. Ideal for keeping your financial records up to speed with your sales activity, it offers a seamless bridge between your customer management and accounting tools. This streamlined workflow effortlessly minimizes redundancy and data entry errors.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Bill (Account Based)

    Create a new bill, optionally tied to a customer (with line item support).

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.