ConnectJunction for QuickBooks
ConnectJunction provides zero-code Integration between Salesforce and QuickBooks (Online and Desktop editions), enabling two-way sync. Its unique Salesforce-native architecture utilizes the full power of Salesforce’s APIs to make data from QuickBooks searchable, actionable, and reportable with Salesforce’s Process Automation and Analytics.
ConnectJunction for QuickBooks
ConnectJunction provides zero-code Integration between Salesforce and QuickBooks (Online and Desktop editions), enabling two-way sync. Its unique Salesforce-native architecture utilizes the full power of Salesforce’s APIs to make data from QuickBooks searchable, actionable, and reportable with Salesforce’s Process Automation and Analytics.
Customer 360 Snapshot
- Single source of truth aggregating customer data
- Automated syncing maintains data integrity across systems
Enhanced Analytics
- Automate alerts in Salesforce from Customer Receivables status
- Create Salesforce Dashboards powered by QuickBooks data
Accelerate Productivity
- QuickBooks insights to Salesforce mobile app
- Automated bulk invoice generation in Salesforce saves time
- Eliminate manual data entry
Watch ConnectJunction in Action
Architecture / Features
Data Sync Matrix
Subscription plans
Discounted pricing is available for not-for-profits
Growth
- Sync Products to Create Quotes
- Automate Batch Invoicing
- Accept Digital Payments
Pro
- View Inventory in Salesforce
- Push Orders to QuickBooks
Plus
- Sync 3rd party Apps
- Multi-Company Support
- QuickBooks Desktop Support
Set it up yourself or leverage our affordable SMB-friendly Onboarding Packages
Growth
- Sync Products to Create Quotes
- Automate Batch Invoicing
- Accept Digital Payments
Pro
- View Inventory in Salesforce
- Push Orders to QuickBooks
Plus
- Sync 3rd party Apps
- Multi-Company Support
- QuickBooks Desktop Support
Set it up yourself or leverage our affordable SMB-friendly Onboarding Packages
Feature Set Comparison
| Growth | Pro | Plus | |
|---|---|---|---|
| Data Sync | |||
| Two-way sync for Account / Customer Data | |||
| Sync Products and Pricebooks | |||
| Sync Invoices and Sales Orders from QuickBooks | |||
| Invoicing / Payments in Salesforce | |||
| Create Invoices and process Payments in Salesforce and sync to QuickBooks | |||
| Automated Invoice Generation in Salesforce (utilizing Opportunities, Products, Quotes, Expense and Timesheet Entries) | |||
| Automated Batch Invoicing | |||
| Automated Digital Payments Processing in Salesforce (Credit cards, ACH) with sync to QuickBooks | |||
| Time & Expense in Salesforce | |||
| Sync Expense Account codes from QuickBooks Chart of Accounts to categorize Expenses in Salesforce i Expense Account Codes help categorize Expense Report entries in Salesforce keeping it consistent with QuickBooks ledger | |||
| Create Accounting entries for Expenses in QuickBooks | |||
| Integrate Timesheet and Expense entries with Payroll Systems | |||
| Manage Timesheets in Salesforce ? User subscriptions for TimeJunction app available for timesheet entry directly into Salesforce | $ Incremental per user subscription applies | ||
| Manage Expense Reports in Salesforce ? User subscriptions for ExpenseJunction app available for managing expense reports in Salesforce | $ Incremental per user subscription applies | ||
| Advanced Syncing | |||
| Sync Inventory level for Products from QuickBooks to Salesforce | _ | ||
| Sync Quotes from Salesforce to QuickBooks Estimates | _ | ||
| Automated Sales Order generation in QuickBooks (from Salesforce Opportunities, Products, Quotes) | _ | ||
| Support for multiple QuickBooks Companies / Company Files | _ | _ | |
| Sync any App’s data in Salesforce to QuickBooks (e.g. Shopify, Timesheets, Expenses, ServiceMax, TargetRecruit) | _ | _ | |
| Supports any standard or custom objects/fields in Salesforce and QuickBooks | _ | _ | |
| Support for QuickBooks Desktop Edition | _ | _ |