Create new QuickBooks Online Invoice from Salesforce Opportunity

This integration selects new Salesforce opportunities with opportunitylineitems and imports them to QuickBooks Online as invoices.

Note: It does not import pre-existing Salesforce opportunities to QuickBooks Online invoices.

Note: For best results customers and products should be pre-synced between QuickBooks Online and Salesforce apps.

How to Set Up

1. Select or create connections: Salesforce connection for Source and QuickBooks Online connection for Target.
2. Specify the schedule on which the integration will run automatically.

Tips

• To create QuickBooks Online invoices from specific new Salesforce opportunities, configure filters in the task editor.