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Feature-Rich Integration Tailored for Business Efficiency

Customer Sync Icon | QuickBooks Integration

Instant, Real-Time Data Sync

Sync data instantly between Salesforce and QuickBooks with no delays or external schedulers, ensuring real-time data consistency and eliminating manual updates.

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Unlimited Records, No Limits

Sync an unlimited number of records for scaling businesses that need unrestricted data transfer between Salesforce and QuickBooks.

Bidirectional Arrows Icon | QuickBooks Integration

Bidirectional Sync for Total Control

Enable bidirectional data flow between Salesforce and QuickBooks, giving you full control over updates to bills, vendors, and more.

Chat Icon | QuickBooks Integration

Einstein Copilot Integration

Feed real-time financial data from QuickBooks into Salesforce Einstein Copilot to drive smarter analytics, actionable insights, and informed decision-making.

Support Icon | QuickBooks Integration

Support for Standard & Custom Objects

Sync both standard and custom Salesforce objects, ensuring a flexible integration that adapts to your unique workflows, data models, and business logic.

CRM Icon | QuickBooks Integration

Effortless Workflow & Trigger Automation

Use Salesforce workflows and triggers to automate syncing of accounts, bills, items, and more to boost operational efficiency and reduce manual intervention.

Third-Party Icon | QuickBooks Integration

Pre-Configured Field Mapping for Speed & Simplicity

Use pre-mapped fields to streamline the setup process, speed up deployment, reduce configuration errors, and ensure smooth data alignment.

Integraion Icon | QuickBooks Integration

Integration with QuickBooks Online & Desktop

Integrate with both QuickBooks Online and Desktop for smooth data flow across versions to support diverse accounting environments and user preferences.

Best pricing for all your requirements:

Want to try our QuickBooks Integration Plugin? Share your preferred plan, and we’ll schedule a demo. For pricing questions, feel free to contact us at salesforcesupport@xecurify.com.

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What sets us apart from the rest?

  • Significant Discounts on Higher User Tiers
  • Option to Choose Between Monthly/Annual License Model
  • End-to-End Setup at No Extra Cost

*Please contact us to get volume discounts for higher user tiers.

Make Smarter Decisions with Einstein Copilot Integration

Supercharge your Salesforce experience by integrating real-time QuickBooks financial data with Einstein Copilot—Salesforce’s intelligent AI assistant. Our plugin brings your accounting insights directly into Salesforce, enabling you to act faster and more accurately across sales, finance, and operations.

Einstein Copilot analyzes synced data like invoices, bills, and customer payments to provide proactive recommendations, predict financial trends, and automate key actions. Whether identifying overdue invoices, suggesting follow-ups, or forecasting revenue, Einstein Copilot helps you make informed decisions.

Einstein Copilot Integraion | Salesforce QuickBooks Integration
Einstein Copilot Integraion | Salesforce QuickBooks Integration

100% Native. Zero Third-Party Dependencies. Full Control

The Salesforce QuickBooks Integration plugin is 100% native, keeping your data in the Salesforce ecosystem only. We don’t rely on any third-party servers or middleware, ensuring maximum security, speed, and reliability.

By operating entirely within Salesforce, get complete control over your financial data and workflows. Whether you're syncing invoices, bills, vendors, or custom objects, everything happens securely, without ever compromising your compliance or performance.

What makes miniOrange an Ultimate
Choice for its Customers?

Our customers not only rely on our products but also trust our dedicated support.

24/7 Support icon | QuickBooks Integration

Customizable Solution to Fit Your Business

We offer complete flexibility to customize the module to meet your specific business requirements and seamlessly integrate it into your workflow.

Industry-Leading Products icon | QuickBooks Integration

Detailed Documentation

Access comprehensive, easy-to-follow guides and technical documentation to help you configure, troubleshoot, and maximize plugin performance independently.

Documentation icon | QuickBooks Integration

24/7 On-Call Support

Get round-the-clock expert assistance whenever you need it, ensuring smooth operations and immediate help during critical business moments.

Here's what our awesome customers say

Frequently Asked Questions

Answers to Common Queries About Our Salesforce QuickBooks Integration Plugin

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Moodle SAML Single Sign On | Pricing FAQsQuickBooks Integration

What does the Salesforce-QuickBooks integration plugin do?

Our plugin enables real-time, bidirectional sync between Salesforce and QuickBooks, helping you manage invoices, bills, vendors, customers, and more—without manual updates.

Can I sync custom Salesforce objects with QuickBooks?

Absolutely. The plugin supports both standard and custom objects, so it can adapt to your unique workflows and data structures.

What is bidirectional sync and how does it work?

Bidirectional sync means data can flow in both directions—changes made in Salesforce can reflect in QuickBooks and vice versa—offering complete data control.

Can I automate the sync process based on workflows or triggers?

Yes, you can use Salesforce workflows and triggers to automate syncing of records like accounts, bills, and items to save time and reduce manual work.

Moodle SAML Single Sign On | Miscelleneous FAQsEinstein Copilot

What’s the benefit of integrating with Einstein Copilot?

Einstein Copilot enhances your Salesforce experience by providing real-time financial insights, predictive analytics, and automated actions. It helps you make data-driven decisions, optimize operations, and drive growth.

How does Einstein Copilot enhance the integration experience?

Einstein Copilot uses synced QuickBooks data to deliver intelligent insights, automate key actions, and provide proactive recommendations—helping you make faster, more informed decisions across sales and finance.

What kind of data does Einstein Copilot analyze?

It analyzes financial data such as invoices, bills, and customer payments to identify overdue items, forecast revenue trends, and suggest timely follow-ups.

Is this integration dependent on third-party platforms or middleware?

No, the plugin is 100% native to Salesforce and operates entirely within the Salesforce ecosystem—ensuring full control, better performance, and enhanced data security without any third-party dependencies.

Ready to get started?

Let’s get you up and running with the right solution tailored to your needs. Click below to take the next step and connect with our plugin experts.

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