Real-time
Two-way sync
Changes in QuickBooks or Salesforce instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
QuickBooks to Salesforce integration — real-time, two-way sync
Keep QuickBooks and Salesforce in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect QuickBooks and Salesforce
Sync customers, invoices, and payment status between QuickBooks and Salesforce in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Salesforce knows the relationship: who the contacts are and what is in motion with the account. QuickBooks knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Journal entries, Estimates, Purchase orders, Credit memos in QuickBooks to Custom Objects, Accounts, Contacts, Leads in Salesforce with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- Push bills and vendor data from procurement systems into QuickBooks for AP processing.
- Reconcile payment-processor payouts against QuickBooks transactions.
- Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
- Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
Collections with context
Finance sees the account owner and relationship history from Salesforce when chasing a balance, and sales sees that the chase is happening.
Where Salesforce tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in QuickBooks with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from QuickBooks appears on the account in Salesforce, so reps see overdue balances before they promise the next order.
What you can sync between QuickBooks and Salesforce
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| QuickBooks objects | Salesforce objects | |
|---|---|---|
| Payments Received funds applied to invoices, synced for revenue reconciliation | Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce. | |
| Bills Payables written in from procurement systems for AP processing | Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. | |
| Vendors Supplier records aligned with purchasing and spend tools | Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. | |
| Items Products and services referenced on invoice and bill lines | Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. | |
| Accounts The chart of accounts, mirrored so external postings map to the right ledger lines | Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. | |
| Journal entries Manual postings exported for consolidated financial reporting | Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. |
What ships with QuickBooks ⇄ Salesforce
Connect QuickBooks and Salesforce for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every QuickBooks–Salesforce connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever QuickBooks or Salesforce data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single QuickBooks or Salesforce record.
Observability
Monitoring
Track your QuickBooks ⇄ Salesforce sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between QuickBooks and Salesforce.
How the QuickBooks and Salesforce connectors work
QuickBooks
- Integration surface
- REST API (QuickBooks Online)
- Authentication
- OAuth 2.0
- Change detection
- webhooks for entity change events, plus a Change Data Capture query operation for pull-based deltas
- Capabilities
- read · write · CDC · webhooks
- Rate limits
- subject to per-realm API request limits
Salesforce
- Integration surface
- REST, SOAP, and Bulk APIs
- Authentication
- OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
- Change detection
- Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
- Capabilities
- read · write · CDC
- Rate limits
- Daily API request allocations vary by edition and license count.
How it works
How to connect QuickBooks to Salesforce — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate QuickBooks and Salesforce with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
QuickBooks
connected
Salesforce
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the QuickBooks and Salesforce objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · QuickBooks ⇄ SalesforceCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
QuickBooks SalesforceCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
QuickBooks and Salesforce integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between QuickBooks and Salesforce: authenticate both systems, choose the objects to sync (such as QuickBooks's Payments and Bills), map fields visually, and changes propagate both ways in milliseconds — no code required.
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QuickBooks: REST API (QuickBooks Online). Authentication: OAuth 2.0. Salesforce: REST, SOAP, and Bulk APIs. Authentication: OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode. Stacksync manages authentication, retries, and rate limits on both sides.
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QuickBooks: The API supports a SQL-like query language over entities (for example, SELECT statements against Invoice or Customer). Salesforce: Change Data Capture publishes create, update, delete, and undelete events on per-object channels, giving near-real-time change feeds without polling. Stacksync's field mapping accounts for these differences between QuickBooks and Salesforce without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means QuickBooks and Salesforce records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed QuickBooks and Salesforce connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom QuickBooks–Salesforce integration in-house.
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Yes — Stacksync ships production-grade connectors for both QuickBooks and Salesforce. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
SECURITY
Security teams love Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for QuickBooks and Salesforce.
Popular · 8 of 386
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QuickBooks ⇄ Gorgias -
QuickBooks ⇄ Infor CRM -
QuickBooks ⇄ Insightly -
QuickBooks ⇄ Intercom -
Salesforce ⇄ Workday -
Salesforce ⇄ Anaplan -
Salesforce ⇄ Chargebee -
Salesforce ⇄ Hyperline
No integrations match .
