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QuickBooks Online + Salesforce Integrations

How to connect QuickBooks Online + Salesforce

Zapier lets you send info between QuickBooks Online and Salesforce automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Generate QuickBooks Online customers with new Salesforce accounts

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QBO -> Salesforce

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Add new QuickBooks Online contacts to SalesForce and Veem

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Salesforce -> QBO

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Update QuickBooks Online customers when Salesforce records have updated fields

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Create QuickBooks Online invoices for updated Salesforce records

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Generate QuickBooks Online customers with new Salesforce accounts

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QBO -> Salesforce

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Add new QuickBooks Online contacts to SalesForce and Veem

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Salesforce -> QBO

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Update QuickBooks Online customers when Salesforce records have updated fields

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Create QuickBooks Online invoices for updated Salesforce records

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Create QuickBooks Online customers from updated Salesforce records
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Salesforce + QuickBooks Online
Create Salesforce records for new QuickBooks Online vendors
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QuickBooks Online + Salesforce
Create new QuickBooks Online invoices from Salesforce records
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Salesforce + QuickBooks Online
Create and send QuickBooks Online invoices for new Salesforce records
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Salesforce + QuickBooks Online
Create Salesforce records for new QuickBooks Online invoices
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QuickBooks Online + Salesforce
Create Salesforce records for new QuickBooks Online customers
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QuickBooks Online + Salesforce
Create Salesforce leads for new QuickBooks Online payments and add to campaign
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QuickBooks Online + Salesforce
Add new QuickBooks Online customers to Salesforce campaigns as leads
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QuickBooks Online + Salesforce
Create QuickBooks Online customers from new Salesforce outbound messages
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Salesforce + QuickBooks Online
Send invoices in QuickBooks Online for new Salesforce outbound messages
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Salesforce + QuickBooks Online
Create Salesforce records for new QuickBooks Online payments
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QuickBooks Online + Salesforce
Create Salesforce contacts for new QuickBooks Online customers
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QuickBooks Online + Salesforce
Create new QuickBooks Online products/services from Salesforce records
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Salesforce + QuickBooks Online
Update QuickBooks Online customers with new outbound messages from Salesforce
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Salesforce + QuickBooks Online
Create Salesforce leads from new QuickBooks Online customers
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QuickBooks Online + Salesforce
Update QuickBooks Online invoices when record fields are updated in Salesforce
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Salesforce + QuickBooks Online
Create Salesforce records for new QuickBooks Online invoices
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QuickBooks Online + Salesforce
Update QuickBooks Online invoices when Salesforce records are updated
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Salesforce + QuickBooks Online
Create payments in QuickBooks Online from updated records in Salesforce
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Salesforce + QuickBooks Online

Create QuickBooks Online customers from updated Salesforce records

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Salesforce + QuickBooks Online

Create Salesforce records for new QuickBooks Online vendors

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QuickBooks Online + Salesforce

Create new QuickBooks Online invoices from Salesforce records

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Salesforce + QuickBooks Online

Create and send QuickBooks Online invoices for new Salesforce records

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Salesforce + QuickBooks Online

Create Salesforce records for new QuickBooks Online invoices

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QuickBooks Online + Salesforce

Create Salesforce records for new QuickBooks Online customers

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QuickBooks Online + Salesforce

Create Salesforce leads for new QuickBooks Online payments and add to campaign

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QuickBooks Online + Salesforce

Add new QuickBooks Online customers to Salesforce campaigns as leads

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QuickBooks Online + Salesforce

Create QuickBooks Online customers from new Salesforce outbound messages

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Salesforce + QuickBooks Online

Send invoices in QuickBooks Online for new Salesforce outbound messages

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Salesforce + QuickBooks Online

Create Salesforce records for new QuickBooks Online payments

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QuickBooks Online + Salesforce

Create Salesforce contacts for new QuickBooks Online customers

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QuickBooks Online + Salesforce

Create new QuickBooks Online products/services from Salesforce records

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Salesforce + QuickBooks Online

Update QuickBooks Online customers with new outbound messages from Salesforce

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Salesforce + QuickBooks Online

Create Salesforce leads from new QuickBooks Online customers

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QuickBooks Online + Salesforce

Update QuickBooks Online invoices when record fields are updated in Salesforce

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Salesforce + QuickBooks Online

Create Salesforce records for new QuickBooks Online invoices

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QuickBooks Online + Salesforce

Update QuickBooks Online invoices when Salesforce records are updated

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Salesforce + QuickBooks Online

Create payments in QuickBooks Online from updated records in Salesforce

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Salesforce + QuickBooks Online

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Do Even More with QuickBooks Online + Salesforce

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their QuickBooks Online + Salesforce workflows do more for them.

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Add new QuickBooks Online contacts to SalesForce and Veem
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QuickBooks Online + Salesforce + Veem

Supported triggers and actions

What does this mean?

New Account
Triggered when you add a new account.
Trigger
Scheduled
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New Customer
Triggered when you add a new customer.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Invoice
Triggered when you add a new invoice (with line item support).
Trigger
Scheduled
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New Payment
Triggered when a payment is received (with line item support).
Trigger
Scheduled
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New Sales Receipt
Triggered when a new sales receipt is added.
Trigger
Scheduled
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New Vendor
Triggered when a new vendor is added.
Trigger
Scheduled
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- VendorRequired
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Currency
- Global Tax Calculation
- Description
- AmountRequired
- Billable?
- Customer
- Class
- AccountRequired
- Tax Code
- AP Account
- Memo
Action
Write
- CustomerRequired
- Email
- Send Later?
- Billing Address
- Credit Memo Date
- Credit Memo Number
- Class
- AmountRequired
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Tax
- Class
- Message Displayed On Credit Memo
- Memo
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Sales Tax Rate
- Shipping Cost
Action
Write
- CustomerRequired
- Number
- Line AmountRequired
- Line Description
- Line Item/Product
- Line Item Quantity
- Line Item Tax Code
- Line Item Service Date
- Rate
- Expiration Date
- Message displayed on estimate
- Billing Address
- Shipping Address
- Shipping amount
- Bill Email
- Send later
- Discount Value
- Discount Percent
Action
Write
- TypeRequired
- NameRequired
- Description On Sales Forms
- Sales Price/Rate
- Description On Purchase Forms
- Cost
- SKU
- Category
- Is Taxable?
Action
Write
- CustomerRequired
- Email
- Cc
- Bcc
- Send Later?
- Billing Address
- Shipping Address
- Terms
- Invoice Date
- Due Date
- Ship Via
- Shipping Date
- Tracking Number
- Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- AmountRequired
- Tax
- Class
- Message Displayed on Invoice
- Message Displayed on Statement
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax Code
- Total Tax
- Tax Calculation
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Shipping Tax
- Shipping
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- CustomerRequired
- Total AmountRequired
- Unapplied Amount
- Transaction Date
- Payment Method
- Payment Reference Number
- Deposit To Account
- Line Amount
- Memo
- Line Linked Invoice
Action
Write
- Refund FromRequired
- Customer
- Email
- Billing Address
- Refund Receipt Date
- Refund Receipt Number
- Transaction Class
- Payment Method
- Check Number
- Print Later?
- Product/ServiceRequired
- AmountRequired
- Service Date
- Description
- Quantity
- Rate
- Tax
- Class
- Message Displayed On Refund Receipt
- Memo
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Sales Tax Rate
- Shipping
Action
Write
- Sales ReceiptRequired
- Email
Action
Write
- CustomerRequired
- Company
- Email
- Title
- First name
- Middle name
- Last name
- Suffix
- Display name as
- Phone
- Mobile
- Fax
- Other
- Website
- Print On Check As
- Notes
- Billing Address - Street
- Billing Address - City/Town
- Billing Address - State/Province
- Billing Address - ZIP code
- Billing Address - Country
- Shipping Address - Street
- Shipping Address - City/Town
- Shipping Address - State/Province
- Shipping Address - ZIP code
- Shipping Address - Country
- Exemption Details
Action
Write
- Full NameRequired
- PhoneRequired
- Email
- Website
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Product NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- Full NameRequired
- Display Name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred Payment Method
- Preferred Delivery Method
- Terms
- Customer Type
Action
Search or write
- History ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Welcome
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Use Assignment Rules
Action
Search or write

New Bill
Triggers when a new bill is added.
Trigger
Scheduled
Try It
New Estimate
Triggered when you add a new estimate.
Trigger
Scheduled
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Scheduled
Try It
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Trigger
Scheduled
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New Purchase Order
Triggers when a new purchase order is added.
Trigger
Scheduled
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Updated Customer
Triggered when an existing customer is updated.
Trigger
Scheduled
Try It
- VendorRequired
- Bill Number
- Line Item
- Line Description
- AmountRequired
- Qty
- Unit Price
- Line Class
- AP Account
- Customer
- Due Date
- Transaction Date
Action
Write
- VendorRequired
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Global Tax Calculation
- Product/Service
- Description
- Qty
- Rate
- AmountRequired
- Billable?
- Customer
- Line Class
- Tax Code
- AP Account
- Memo
Action
Write
- Full NameRequired
- Display Name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred Payment Method
- Preferred Delivery Method
- Terms
- Customer Type
Action
Write
- Payee TypeRequired
- Payment TypeRequired
- Bank/Credit Account

QuickBooks Online + Salesforce Integrations

How to connect QuickBooks Online + Salesforce

Generate QuickBooks Online customers with new Salesforce accounts

QBO -> Salesforce

Add new QuickBooks Online contacts to SalesForce and Veem

Salesforce -> QBO

Update QuickBooks Online customers when Salesforce records have updated fields

Create QuickBooks Online invoices for updated Salesforce records

Generate QuickBooks Online customers with new Salesforce accounts

QBO -> Salesforce

Add new QuickBooks Online contacts to SalesForce and Veem

Salesforce -> QBO

Update QuickBooks Online customers when Salesforce records have updated fields

Create QuickBooks Online invoices for updated Salesforce records

Create QuickBooks Online customers from updated Salesforce records

Create Salesforce records for new QuickBooks Online vendors

Create new QuickBooks Online invoices from Salesforce records

Create and send QuickBooks Online invoices for new Salesforce records

Create Salesforce records for new QuickBooks Online invoices

Create Salesforce records for new QuickBooks Online customers

Create Salesforce leads for new QuickBooks Online payments and add to campaign

Add new QuickBooks Online customers to Salesforce campaigns as leads

Create QuickBooks Online customers from new Salesforce outbound messages

Send invoices in QuickBooks Online for new Salesforce outbound messages

Create Salesforce records for new QuickBooks Online payments

Create Salesforce contacts for new QuickBooks Online customers

Create new QuickBooks Online products/services from Salesforce records

Update QuickBooks Online customers with new outbound messages from Salesforce

Create Salesforce leads from new QuickBooks Online customers

Update QuickBooks Online invoices when record fields are updated in Salesforce

Create Salesforce records for new QuickBooks Online invoices

Update QuickBooks Online invoices when Salesforce records are updated

Create payments in QuickBooks Online from updated records in Salesforce

Create QuickBooks Online customers from updated Salesforce records

Create Salesforce records for new QuickBooks Online vendors

Create new QuickBooks Online invoices from Salesforce records

Create and send QuickBooks Online invoices for new Salesforce records

Create Salesforce records for new QuickBooks Online invoices

Create Salesforce records for new QuickBooks Online customers

Create Salesforce leads for new QuickBooks Online payments and add to campaign

Add new QuickBooks Online customers to Salesforce campaigns as leads

Create QuickBooks Online customers from new Salesforce outbound messages

Send invoices in QuickBooks Online for new Salesforce outbound messages

Create Salesforce records for new QuickBooks Online payments

Create Salesforce contacts for new QuickBooks Online customers

Create new QuickBooks Online products/services from Salesforce records

Update QuickBooks Online customers with new outbound messages from Salesforce

Create Salesforce leads from new QuickBooks Online customers

Update QuickBooks Online invoices when record fields are updated in Salesforce

Create Salesforce records for new QuickBooks Online invoices

Update QuickBooks Online invoices when Salesforce records are updated

Create payments in QuickBooks Online from updated records in Salesforce

Connect your apps and automate workflows

Do Even More with QuickBooks Online + Salesforce

Add new QuickBooks Online contacts to SalesForce and Veem

New Account

New Customer

New Expense

New Invoice

New Payment

New Sales Receipt

New Vendor

Create Bill (Account Based)

VendorRequired

Terms

Transaction Date

Due Date

Bill Number

Department

Currency

Global Tax Calculation

Description

AmountRequired

Billable?

Customer

Class

AccountRequired

Tax Code

AP Account

Memo