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QuickBooks Online + Salesforce

Create payments in QuickBooks Online from updated records in Salesforce

Keep your financial records in line while saving time with this handy automation. When a record is updated in Salesforce, a corresponding payment is created in QuickBooks Online instantly. This workflow ensures you keep track of your payments directly in your accounting tool so you can avoid manual data entries and focus on what matters the most.

Keep your financial records in line while saving time with this handy automation. When a record is updated in Salesforce, a corresponding payment is created in QuickBooks Online instantly. This workflow ensures you keep track of your payments directly in your accounting tool so you can avoid manual data entries and focus on what matters the most.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Payment

    Triggers when a payment is received (with line item support).

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • 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.

Related categories

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About Salesforce

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