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QuickBooks Online + Salesforce

QuickBooks Online + Salesforce

QuickBooks Online + Salesforce integrations

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.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers 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.).
  2. automatically do this!
    Create Payment
    Create Payment
    Create PaymentTriggers when a payment is received (with line item support).
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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.
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About Salesforce
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