integraid

Connect and automate Quickbooks

Your no-code integration tool to link Quickbooks with Salesforce.

With integraid and the Maesn Unified API, you connect QuickBooks Online directly to Salesforce—no CSV uploads or complex middleware required.

  • Auto-sync customers, invoices, payments & expenses

  • Optional bidirectional data flows to manage invoices in CRM or ERP

  • Secure OAuth authentication via Intuit Developer—no plaintext credentials

  • No custom development needed—setup via native integraid‑Maesn flows

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Quickbooks

Kategorien:

Accounting & ERP

QuickBooks is a cloud-based accounting software developed by Intuit for small and medium-sized businesses. It brings together invoicing, expense tracking, bank reconciliation, payroll, inventory, and financial reporting in one system — helping businesses automate their bookkeeping and keep a real-time view of cash flow. With online access from any device, automated bank feeds, recurring invoices, and built-in tax and VAT support, QuickBooks reduces manual work and errors while giving business owners and accountants the insights they need to make better decisions. And with integraid, you can connect QuickBooks with Salesforce — without writing any code.

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Use Cases:

  • Sync Customers, Products & Invoices Between QuickBooks and Salesforce

    When customers, products, or invoices are created or updated in QuickBooks, integraid can automatically reflect those changes in Salesforce Accounts, Contacts, product records, and custom “Invoice” objects — keeping sales and finance perfectly aligned.

  • Create QuickBooks Invoices from Salesforce Opportunities

    As soon as an Opportunity is marked “Closed Won” in Salesforce, integraid can generate the corresponding invoice in QuickBooks with customer details, items, taxes, and payment terms already filled in. This shortens the quote-to-cash cycle and avoids duplicate data entry.

  • Track Payment Status & Revenue in Salesforce Dashboards

    Sync invoice and payment status (open, paid, overdue, partially paid) from QuickBooks back into Salesforce. Sales, customer success, and management can see outstanding balances, cash flow, and revenue by customer or segment directly in CRM.

  • Automate Workflows Between CRM, Accounting & Reporting

    Use integraid to trigger QuickBooks actions from Salesforce events — for example, creating recurring invoices for subscriptions, setting up projects, or categorizing revenue. In return, financial data from QuickBooks flows into Salesforce reports, enabling end-to-end visibility from pipeline to profit.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.