Integration Options
Salesforce to Quickbooks Online (One-Way)
Keep your sales and accounting teams in sync without double entry. When deals close in Salesforce, customer and order details flow automatically into QuickBooks Online, ready for invoicing and revenue tracking.
This one-way integration is ideal when Salesforce is your system of record for customers and opportunities, and QuickBooks handles the billing side. Your sales reps never have to open QuickBooks, and your accounting team never has to rekey a single record.
What gets synced
We push any specified Salesforce object with line items into QuickBooks Online as invoices with line items. Salesforce Products flow into QuickBooks as Products, and field mappings are tailored to fit your chart of accounts.
Why teams choose this option
It eliminates duplicate data entry between sales and finance, gets invoices out the door faster so you get paid sooner, gives leadership a cleaner view from pipeline to revenue, and protects QuickBooks as the single source of financial truth.
Simple, predictable pricing
- $2,500 one time implementation fee
- $200 per month for ongoing maintenance.
Your monthly fee covers fixes for API changes, security updates, and platform upgrades from Salesforce and Intuit, plus one integration modification each month so the sync can grow with your business. No surprise invoices, no drawn out implementation timelines, and no phantom software subscription bolted on top.
What you get from 5GL
We build your integration in days or weeks using our AI-enabled development process, then we keep it running. You own the integration, we maintain it.
Ready to connect your sales pipeline to your books?
Schedule a call and we will map out exactly what your sync should look like.
Quickbooks Online to Salesforce (One-Way)
Give your sales team the financial context they need without ever logging into QuickBooks. Customer balances, invoice status, and payment activity flow from QuickBooks Online into Salesforce automatically, so reps and account managers always know where their customers stand.
This one-way integration is ideal when QuickBooks is your system of record for customers and money, and Salesforce is where your team manages relationships and renewals. Finance keeps full control of the books, while sales gets the visibility they need to act.
What gets synced
QuickBooks Customers flow into Salesforce as Accounts and Invoices and balances post back to the matching Salesforce records. AR aging is available right inside the customer view. Field mappings are tailored to your Salesforce data model.
Why teams choose this option
It gives sales and account management instant visibility into customer financial health, reduces interruptions to the finance team, helps reps prioritize collections conversations, and keeps QuickBooks as the single source of financial truth.
Simple, predictable pricing
- $2,500 one time implementation fee
- $200 per month for ongoing maintenance.
Your monthly fee covers fixes for API changes, security updates, and platform upgrades from Salesforce and Intuit, plus one integration modification each month so the sync can grow with your business. No surprise invoices, no drawn out implementation timelines, and no phantom software subscription bolted on top.
What you get from 5GL
We build your integration in days or weeks using our AI-enabled development process, then we keep it running. You own the integration, we maintain it.
Ready to bring your books into your CRM?
Schedule a call and we will map out exactly what your sync should look like.
Salesforce & Quickbooks Online (Both-Ways)
Get the best of both worlds with a true bidirectional sync. Closed deals in Salesforce become invoices in QuickBooks, and payments, balances, and customer updates flow back into Salesforce automatically. Both systems stay current, all the time. This is the right fit when sales and finance both need to act on the same customer data and neither team should wait on the other. Salesforce drives the front office, QuickBooks drives the back office, and the integration keeps them perfectly aligned.
What gets synced
We push a single specified Salesforce object with line items into QuickBooks Online as invoices with line items, and Salesforce Products flow to QuickBooks as Products. In the other direction, QuickBooks Customers, invoices, payments, balances, and AR aging post back to Salesforce. Field mappings on both sides are tailored to your chart of accounts and your Salesforce data model.
Why teams choose this option
It gives every team a single current view of every customer, eliminates duplicate entry in both directions, shortens the cycle from closed deal to paid invoice, and removes the finger pointing between sales and finance when numbers do not match.
Simple, predictable pricing
- $5,000 one time implementation fee
- $400 per month for ongoing maintenance.
Your monthly fee covers fixes for API changes, security updates, and platform upgrades from Salesforce and Intuit, plus two integration modifications each month so both directions can evolve with your business. No surprise invoices, no drawn out implementation timelines, and no phantom software subscription bolted on top.
What you get from 5GL
We build your integration in days or weeks using our AI-enabled development process, then we keep it running. You own the integration, we maintain it.
Ready to put your front office and back office on the same page?
Schedule a call and we will map out exactly what your sync should look like.