Salesforce + QuickBooks Integration | QBIS Auto Sync
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
