QuickBooks Online + Salesforce integration

Yes for most flows. Salesforce Platform Events trigger customer and invoice creation in QuickBooks within seconds, and QuickBooks Online webhooks notify our service when invoices or payments change so Salesforce updates almost immediately. A scheduled reconciliation, usually nightly, verifies balances and catches any missed webhook.

We map Salesforce fields to QuickBooks customer, item and invoice fields, including custom fields, classes and locations if you use them. Duplicate customers are prevented by storing the QuickBooks customer ID on the Salesforce Account and matching on display name or email for existing customers. QuickBooks validation errors (duplicate name, inactive item, closed books) are logged with the message and surfaced in a Salesforce review list.

Yes. We can build a custom MCP server exposing both APIs so an assistant can answer "which of my accounts have overdue invoices" or draft an invoice from an opportunity for approval. Write access is scoped to the operations you allow.

A standard scope covering customers, products, opportunity-to-invoice, invoice status and payments usually takes a few weeks, including testing in a QuickBooks sandbox company. Multi-entity QuickBooks setups, Salesforce CPQ or recurring billing extend the project, typically to one to two months.