QuickBooks Online + Salesforce

Generate QuickBooks Online customers with new Salesforce accounts

  1. When this happens

    Step 1: New Record

  2. Then do this

    Step 2: Create Customer

Looking to streamline your invoicing workflows? Set up this Zap to effortlessly add each new Salesforce account to QuickBooks Online. Once this integration is active, it automatically generates a new QuickBooks Online customer as soon as a new account is added to your Salesforce account.

How It Works

  1. A new Salesforce account is created.
  2. Zapier adds that account to QuickBooks Online as a customer.

What You Need

  • Salesforce account
  • QuickBooks Online account

Supported triggers and actions

What does this mean?
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quickbooks logo
quickbooks logo

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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Related categories

  • Accounting

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About Salesforce

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

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