Connect QuickBooks to Salesforce
Automate workflows between QuickBooks and Salesforce. No coding required.
What you can automate between QuickBooks and Salesforce
These are the most popular automations teams set up between QuickBooks and Salesforce. Each one runs automatically once activated — no manual steps.
Create contact when new order placed
Add a new contact to your CRM automatically when when a customer places a new order.
Create order when new contact created
Generate a new order automatically when when a new contact is added to your crm.
Sync QuickBooks changes to Salesforce
Keep Salesforce updated when when an order is shipped or delivered.
What syncs between QuickBooks and Salesforce
Customer and order data from QuickBooks syncs to Salesforce. Every purchase updates the contact record with order history and lifetime value.
Data from QuickBooks
- Orders
- Products
- Customer records
- Payment status
- Shipping details
Data from Salesforce
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
How to connect QuickBooks to Salesforce
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active QuickBooks account
- An active Salesforce account with API access enabled
- A free Arahi AI account (sign up takes 30 seconds)
- Admin or API access in QuickBooks to authorize the connection
Create your Arahi AI account
Sign up at app.arahi.ai — it's free and takes 30 seconds. No credit card required. You'll land on the dashboard where you can create your first workflow.
Authenticate QuickBooks
Click "Add Connection" and select QuickBooks from the app directory. You'll be redirected to QuickBooks's authorization page. Grant Arahi access to your orders, products, and customer data. You choose which store data the integration can read.
Authenticate Salesforce
Same process for Salesforce. Click "Add Connection," select Salesforce, and authorize access. Grant Arahi read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new order placed in quickbooks or new contact created in salesforce. The trigger fires automatically whenever that event happens — no manual intervention.
Configure the action
Define what happens when the trigger fires. For example: create contact in salesforce. Map the data fields between QuickBooks and Salesforce so the right information lands in the right place.
Test and activate
Run a test to confirm data flows correctly between QuickBooks and Salesforce. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — Arahi handles retries, error logging, and monitoring automatically.
Why connect QuickBooks and Salesforce?
Manually moving data between QuickBooks and Salesforce is error-prone and eats into your team's productive hours. Connecting them through Arahi eliminates that overhead — events in one app trigger actions in the other automatically.
Tips for your QuickBooks + Salesforce integration
Get more out of this integration with these best practices.
Who uses the QuickBooks + Salesforce integration?
Teams across industries connect QuickBooks and Salesforce to streamline their workflows.
Store managers tracking orders who rely on Salesforce for crm
Sales teams who need real-time data from QuickBooks
E-commerce operations and sales teams collaborating across tools
Frequently asked questions
Everything you need to know about connecting QuickBooks and Salesforce.
How do I connect QuickBooks to Salesforce?
Sign up for a free Arahi AI account, then click "Add Connection" to authenticate both QuickBooks and Salesforce via OAuth. Choose a workflow template — like syncing commerce events to crm actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between QuickBooks and Salesforce?
You can automate a wide range of workflows: sync new QuickBooks events to Salesforce actions, trigger Salesforce updates when QuickBooks data changes, create Salesforce records from QuickBooks events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.
Is the QuickBooks and Salesforce integration free?
Arahi AI includes 100 free actions per month on the Starter plan — enough for most small teams. If your QuickBooks-to-Salesforce workflows need more volume, paid plans start at $29/month with unlimited workflows and priority execution.
Is my QuickBooks data secure when connected to Salesforce?
Yes. Arahi uses OAuth 2.0 for authentication — we never store your QuickBooks or Salesforce passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your commerce data is only accessed when a workflow runs, and you can revoke access at any time from your Arahi dashboard.
Can I sync data both ways between QuickBooks and Salesforce?
Yes. You can set up workflows that trigger from either QuickBooks or Salesforce. For example, create a workflow where QuickBooks events update Salesforce, and a separate one where Salesforce changes sync back to QuickBooks. Each direction is configured independently so you have full control.
Do I need technical skills to connect QuickBooks and Salesforce?
No coding is required. Arahi's visual workflow builder lets you configure triggers, actions, and field mapping with clicks. If you can use QuickBooks and Salesforce, you can set up the integration. Most users are running their first workflow within 10 minutes.
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