Streamlined Revenue Operations
ntegrating QuickBooks with Salesforce isn't just a convenience — it's a game-changer for operational efficiency. It connects your sales pipeline to financial workflows. Closed deals in Salesforce can automatically generate invoices and update accounting records in QuickBooks without manual handoffs.
Unified Customer Financial View
Instead of toggling between systems, your team can see customer transactions, balances, and payment statuses directly within Salesforce. This context empowers better service, faster resolutions, and smarter financial decisions.
Existing Solutions and APIs
AppExchange offers ready-to-use QuickBooks connectors. For more advanced needs, QuickBooks' APIs support:
- Invoice creation
- Customer data sync
- Custom automation workflows
Integration Options
At Success Craft, we deliver:
- Pre-built integrations for fast deployment and low cost
- Custom solutions built around your exact process
No matter the complexity, we ensure your Salesforce and QuickBooks setup works as one.
Proven Results with QuickBooks and Salesforce
Case Study 1: Professional Services Automation
A consulting firm was stuck reconciling Salesforce deals and QuickBooks invoices manually. We built a trigger-based integration — auto-generating invoices on deal close. Results: 60% faster billing, better cash visibility, fewer errors.
Case Study 2: SaaS Billing Sync
A growing SaaS client with 3,000+ subscribers needed real-time sync for accounts, subscriptions, and revenue. Our integration improved renewal forecasting and slashed month-end finance workload by half.
Case Study 3: Non-Profit Donor Funding
A non-profit needed donor pledges in Salesforce to sync with QuickBooks grants. We built a custom pipeline sync with fulfillment tracking — saving time and meeting audit requirements effortlessly.
Ready to Transform Your Business?
Let Success Craft integrate QuickBooks with Salesforce for you. Our solutions drive clarity, control, and growth.
Get in touch to
grow your business
Success Craft is a team of more than 140+ Salesforce developers,
Technical Architects and QA Engineers who delivered 300+ successful
Salesforce projects.
Location
Wałowa 40/89Gdansk, 80-858
Poland