EW QuickBooks Connector bridges Salesforce and QuickBooks with real-time, two-way sync. Financial and sales data remain accurate, updated, and available to both teams. This reduces manual work, eliminates errors, and improves collaboration with clear visibility of cash flow.
Unlike basic connectors, EW QuickBooks syncs data in both directions. Salesforce and QuickBooks always reflect the latest accounts, invoices, payments, and transactions. Recurring billing is fully supported.
Running multiple QuickBooks accounts or operating globally? The connector supports multi-entity setups and all currencies. Each entity can use separate Named Credentials for full control.
Everything runs inside Salesforce—setup, sync, and dashboards. There are no external logins, no complex UIs, and no data transfer risks. It’s a smooth native experience for admins and finance teams.
Need to move historic data or hundreds of records? Use bulk sync to push or pull Accounts, Products, Invoices, Payments, and Estimates with a few clicks.
No per-user charges. No API limits. No surprise fees. You get flat annual pricing plus 20 hours of onboarding and customization support from certified Salesforce experts.
Unlike basic connectors, EW QuickBooks syncs data in both directions. Salesforce and QuickBooks always reflect the latest accounts, invoices, payments, and transactions. Recurring billing is fully supported.
Running multiple QuickBooks accounts or operating globally? The connector supports multi-entity setups and all currencies. Each entity can use separate Named Credentials for full control.
Everything runs inside Salesforce—setup, sync, and dashboards. There are no external logins, no complex UIs, and no data transfer risks. It’s a smooth native experience for admins and finance teams.
Need to move historic data or hundreds of records? Use bulk sync to push or pull Accounts, Products, Invoices, Payments, and Estimates with a few clicks.
No per-user charges. No API limits. No surprise fees. You get flat annual pricing plus 20 hours of onboarding and customization support from certified Salesforce experts.
Keep Salesforce and QuickBooks in sync for all key objects—Accounts, Products, Opportunities, Invoices, Payments, and Recurring Transactions. No manual entry and no mismatched records.
Generate recurring invoices in QuickBooks from Salesforce subscription data. Ensure predictable billing and complete visibility into upcoming payments.
Supports all active currencies on both platforms. Validation rules prevent mismatches and maintain compliance across global operations.
Manage multiple QuickBooks companies from one Salesforce org. Assign records to the right entity and set sync behavior by business unit.
Admins get full control over sync settings—choose one-way or two-way, toggle object syncing, and map fields with a drag-and-drop interface. No coding required.
Easily import or export large volumes of Accounts, Products, Invoices, and Payments. Ideal for migrations and major financial updates.
Monitor payments, cash flow trends, and revenue health in real time. Dashboards highlight delayed payments and potential financial bottlenecks early.
Turn Salesforce Opportunities into QuickBooks Estimates or Invoices with one click. Line items and products sync automatically, streamlining the quote-to-cash cycle.
Unlike tools limited to one-way sync, EW QuickBooks keeps Salesforce and QuickBooks aligned in both directions. Accounts, invoices, payments, and recurring transactions stay current at all times.
All features, controls, and dashboards are built inside Salesforce. There are no external tabs, logins, or middleware involved—everything stays in your CRM.
Manage several QuickBooks companies and currencies within one Salesforce org. Multi-entity and compliance validations are included—no extra charges.
Generate invoices, estimates, and recurring transactions directly from Salesforce Opportunities. This reduces friction and speeds up billing.
Admins can manage sync direction, field mappings, and object-level settings using a simple interface. No developer or API expertise required.
Got Questions? We’ve Got Answers!
What is EW QuickBooks Connector?
Which data can be synced between Salesforce and QuickBooks?
Does EW QuickBooks support recurring billing and subscriptions?
Can I sync data for multiple QuickBooks companies?
Is multi-currency support available?
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