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QuickBooks Online + Salesforce

QuickBooks Online + Salesforce

QuickBooks Online + Salesforce integrations

Create bills in QuickBooks Online from new records in Salesforce

This workflow comes to life when there's a new record in Salesforce. It swiftly takes that information and follows up by creating a bill in QuickBooks Online, an entire process that is efficient and automatic. Ideal for keeping your financial records up to speed with your sales activity, it offers a seamless bridge between your customer management and accounting tools. This streamlined workflow effortlessly minimizes redundancy and data entry errors.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Create Bill (Account Based)
    Create Bill (Account Based)
    Create Bill (Account Based)Create a new bill, optionally tied to a customer (with line item support).
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More things you can do with Salesforce and QuickBooks Online

Discover other triggers and actions you can use with Salesforce and QuickBooks Online

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
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    • Salesforce Objects
      Required
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    • Salesforce Object
      Required
    • Record (Optional)
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
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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
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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