Salesforce + QuickBooks Integration | QBIS Auto Sy

Salesforce QuickBooks Integration

Sync Salesforce with QuickBooks using QBIS. Auto-sync sales, invoices & customer data — streamline your workflow, no manual entry.

Eliminate manual data entry between your sales and finance systems

QBIS integrates Salesforce and QuickBooks, giving your teams real-time visibility into invoices, payments, and customers.

• Auto-create invoices from Salesforce Opportunities
• Sync contacts, accounts, and products into QuickBooks
• Choose one-way or two-way syncing
• Customize field mapping based on your workflows

• Bridge Your Sales and Accounting Teams

  Sales shouldn’t stop at “Closed-Won.” QBIS keeps the deal moving by pushing Salesforce data into QuickBooks with precision:

  • Salesforce Opportunities → QuickBooks Invoices
  • Contacts & Accounts → Customers
  • Products & Services → Line items in QuickBooks
  • Tags & Notes → QB classes and memo fields
  • Payment status sync to keep sales updated