Salesforce and QuickBooks Online Integration

Creation of a new Account or update of an existing Account

Creation of a new Item (e.g., product or service)

Generation of a new Invoice in Quickbooks based on actions

Receipt of payment for an existing Bill

...and more

This polling trigger retrieves objects of any selected type, supporting response pagination and various business entities.

Creation or update of a custom or built-in object in Salesforce (e.g., Account, Contact, Lead, Product)

Results from an SOQL query, e.g., checking the account and contact associated with a recently updated opportunity or setting the currency to corporate currency when a new opportunity is created

Receipts of payments received in QuickBooks Online are created in Salesforce in real-time.

Generate a new entity that cannot be added with the API

Add a new entity or update an existing one in Quickbooks

For instance: Create a new Account in Quickbooks when a new Lead is generated in Salesforce, Update the Invoice in Quickbooks when a Billing Address is changed in Salesforce

For instance: Create a new Account in Quickbooks when a new Lead is generated in Salesforce, Update the Invoice in Quickbooks when a Billing Address is changed in Salesforce

Establish a new object in Salesforce (e.g., Account, Lead, Contact, Opportunity)

Create or update a designated object in Salesforce

Retrieve a list of objects that meet specific criteria

Retrieve an object available in Salesforce by a chosen field (e.g., Account ID)

Apply filters to your organization's data for specific information using SOQL

Swiftly load large data quantities from a CSV file into Salesforce - bulk create/update/delete/upsert action

Retrieve records to a CSV file - bulk query action