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Top Features of Our Salesforce QuickBooks Integration Solution

Access best-in-class features that make Salesforce and QuickBooks Integration easier to manage, more flexible to configure, and scalable for teams of any size.
Real-Time Data Sync | Salesforce QuickBooks Integration

Real-Time Data Sync

Access correct financial data the moment it updates, as Salesforce QuickBooks Integration keeps customers, orders, invoices, and payments in real-time sync. Keep financial records consistent across platforms without waiting for scheduled syncs or batch updates.

Unlimited Record Support | Salesforce QuickBooks Integration

Unlimited Record Support

Transfer unlimited records with Salesforce QuickBooks Online Integration, covering customers, products, expenses, and complete financial history at any scale. Maintain full visibility and consistent performance as data volume grows.

Bidirectional Data Sharing | Salesforce QuickBooks Integration

Bidirectional Data Sharing

Keep sales and finance updated through Salesforce and QuickBooks Integration, which supports precise two-way data exchange across both systems. Easily check paid, due, and overdue invoices inside Salesforce to respond faster with accurate information.

Einstein Copilot Integration | Salesforce QuickBooks Integration

Einstein Copilot Integration

Unlock real-time insights once Salesforce Integration with QuickBooks supplies Agentforce Assistant (formerly Einstein Copilot) with up-to-date financial data. Get clearer forecasts, stronger revenue insights, and reliable recommendations informed by actual QuickBooks activity.

Support for Standard and Custom Objects | Salesforce QuickBooks Integration

Support for Standard and Custom Objects

Integrate essential Salesforce objects with QuickBooks, including Accounts, Contacts, Products, and Opportunities, along with custom fields. Gain a complete view of customer and financial data throughout the workflow.

Workflow and Trigger Automation | Salesforce QuickBooks Integration

Workflow and Trigger Automation

Automate key financial tasks through QuickBooks Online Salesforce Integration as Salesforce workflows and triggers update invoices, items, accounts, and expenses instantly. Achieve a faster and more precise sales-to-cash cycle with less effort.

Pre-Configured Field Mapping | Salesforce QuickBooks Integration

Pre-Configured Field Mapping

Start quickly with QuickBooks to Salesforce Integration, which includes pre-mapped fields for customers, payments, products, and orders. Reduce setup errors and establish clean, aligned data from the first day.

Online and Desktop Compatibility | Salesforce QuickBooks Integration

Online and Desktop Compatibility

Connect both QuickBooks online and desktop through our QuickBooks and Salesforce Integration. Provide every team with consistent access to customer, invoice & payment data, no matter which QuickBooks version they prefer.

Your Perfect Pricing Plan Starts Here

Want to try our Salesforce QuickBooks Integration? Tell us your preferred configuration, and we will match it with the best price.

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The Value You Get With Us

  • Discounts increase as your user count grows
  • Freedom to select monthly or yearly licenses
  • Full setup and onboarding included at no cost

*For volume-based discounts or any pricing inquiries, please get in touch with us at salesforcesupport@xecurify.com.

Bring Sales and Accounting Together Smoothly

Make Smarter Decisions With Einstein Copilot

Einstein Copilot (now reintroduced as Agentforce Assistant) performs at its best when real-time QuickBooks financial data is available inside Salesforce. With financial data synced through our Salesforce QuickBooks Integration, it can interpret your transaction activity, anticipate trends, and support actions across sales, finance, and operations.

The system reviews a range of synced information, including invoices, expense activity, receivables, and payment history. This allows it to surface items that need attention, suggest timely follow-ups, automate routine steps, and forecast financial outcomes more accurately. Teams gain practical, forward-looking insights that help them make confident decisions throughout the day.

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

Operate 100% Natively Inside Salesforce

This solution operates entirely within the Salesforce environment and does not use third-party servers or middleware. Its native design keeps all financial data inside the Salesforce ecosystem, which improves security, increases speed, and ensures consistent performance for daily operations.

With the Salesforce QuickBooks Integration, managing all activity internally, synced records such as invoices, bills, customer details, vendor information, custom objects, and payment updates remain protected and fully under your control.

What Makes miniOrange the Ultimate
Choice for its Customers?

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

Highly Customizable for Your Use Case | Salesforce QuickBooks Online Integration

Highly Customizable for Your Use Case

We offer full flexibility to tailor the module to your needs so the integration fits smoothly into your daily workflow.

Detailed Product Documentation | Salesforce QuickBooks Online Integration

Detailed Product Documentation

You get clear, easy-to-follow guides and technical resources that help you configure, troubleshoot, and improve the setup on your own.

24/7 Technical Support | Salesforce QuickBooks Online Integration

24/7 Technical Support

Expert help is available around the clock to keep everything running smoothly and to assist you quickly during important business moments.

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Frequently Asked Questions

Answers to Common Queries About Our Salesforce QuickBooks Integration.

Salesforce Integration with QuickBooks - Contact Us Contact Us

Salesforce Integration with QuickBooks | Pricing FAQsQuickBooks Integration

What is the Salesforce QuickBooks Integration connector used for?

The miniOrange Salesforce QuickBooks Integration provides real-time, two-way sync between Salesforce and QuickBooks. It updates invoices, bills, vendors, customers, and more without manual work.

Can I sync custom Salesforce objects with QuickBooks?

Yes. The Salesforce QuickBooks Online Integration supports syncing both standard and custom objects, so it fits your workflows and data needs.

What is two-way synchronization, and how does it work?

With the Salesforce and QuickBooks Integration, data moves in both directions. When something changes in Salesforce, it updates in QuickBooks, and the same update appears back in Salesforce.

Can I automate the synchronization process with workflows or triggers?

Yes. The Salesforce Integration with QuickBooks works with Salesforce workflows and triggers so you can automate syncing for accounts, invoices, items, and more.

Salesforce Integration with QuickBooks | Miscelleneous FAQsEinstein Copilot

What are the advantages of integrating with Einstein Copilot?

Einstein Copilot provides real-time insights, predictions, and helpful suggestions. When connected through the miniOrange Salesforce QuickBooks Integration, it helps teams make quicker and more accurate decisions.

What type of data does Einstein Copilot analyze?

Einstein Copilot reviews invoices, bills, payments, and customer activity synced through the Salesforce and QuickBooks Integration to highlight overdue items, trends, and follow-ups.

Is Einstein Copilot secure when accessing QuickBooks financial data?

Yes. When used with our QuickBooks Online Salesforce Integration, Einstein Copilot follows Salesforce security controls and only shows data users have permission to view.

Does this integration depend on third-party platforms or middleware?

No. The miniOrange QuickBooks and Salesforce Integration is fully native to Salesforce and does not rely on any external servers or middleware.

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