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How Zapier works

Zapier makes it easy to integrate QuickBooks Online with Salesforce - no code necessary. See how you can get setup in minutes.

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QuickBooks Online
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QuickBooks Online
1. Choose trigger event
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Salesforce
2. Choose action
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1. Select the event
Setup
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QuickBooks Online
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Account" from QuickBooks Online.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects QuickBooks Online and Salesforce, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your QuickBooks Online to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about QuickBooks Online + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Salesforce

How do I integrate QuickBooks Online with Salesforce without any coding?

We offer a no-code solution to integrate QuickBooks Online with Salesforce using triggers and actions. You can set up automated workflows that act upon triggers in one app to perform a specific action in the other, all without writing a single line of code.

What are the common triggers available for QuickBooks Online in the integration?

Common triggers for QuickBooks Online include 'New Customer', 'New Invoice', and 'New Payment'. These triggers can initiate actions within Salesforce, such as creating or updating records.

Can I create custom workflows between Salesforce and QuickBooks Online?

Yes, you can customize your workflows by selecting specific triggers from either QuickBooks Online or Salesforce and defining the corresponding actions to fit your business processes.

What kind of actions can be triggered in Salesforce through this integration?

Actions available in Salesforce include creating new records, updating existing records, and posting data to specific fields whenever a trigger event occurs in QuickBooks Online.

Is it possible to sync historical data between QuickBooks Online and Salesforce at setup?

While our integration primarily focuses on new data events via triggers, syncing historical data requires additional steps that involve exporting existing datasets and importing them into the desired platform.

How frequently does data sync between QuickBooks Online and Salesforce happen?

The frequency of data syncing depends on the triggering events you set up. Real-time sync occurs when specific events are triggered, ensuring immediate updates between both systems.

What should I do if my integration is not working as expected?

Ensure that all configured triggers and actions are active and set correctly. Double-check that both QuickBooks Online and Salesforce accounts are properly connected. If issues persist, our support team is available to assist further.

Practical ways you can use QuickBooks Online and Salesforce

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • Days
      Required
    Trigger
    Polling
    Try It

Learn how to automate QuickBooks Online on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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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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