Create new Salesforce Opportunity from QuickBooks Online Invoice

Integration · import

Source		Target
Invoice		Opportunity OpportunityLineItem

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

Notes

It does not import pre-existing QuickBooks Online invoices to Salesforce opportunities.
For best results, customers and products should be pre-synced between QuickBooks Online and Salesforce apps.

Select or create connections: QuickBooks Online connection for Source and Salesforce connection for Target.
Provide the necessary information for the integration execution:
1. Open the import task.
2. On the Mapping Definition tab, for the Pricebook2Id field, enter Salesforce Price Book name instead of Enter your Price Book name... placeholder.
3. On the Mapping Definition tab, to map the related object Opportunity.OpportunityLineItem, select it from the list above the list of Salesforce fields.
4. For the PricebookEntryId field enter Salesforce Price Book name instead of Enter your Price Book name... placeholder.
5. Save the task.
Specify the schedule on which the integration will run automatically.

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

FAQ

What do I need to start this import?

Connect your source and target apps, review the prebuilt import setup, and run the template.

Can I change field mappings before importing?

Yes. You can review and modify mappings, filters, and other import settings before running the import.

Can this import run automatically on a schedule?

Yes. Import templates can run automatically based on your selected schedule.

What happens if some records fail during import?

Skyvia provides import logs and error details so you can review failed records and rerun the import if needed.

Do I need coding skills to use import templates?

No. Import templates are configured through Skyvia’s visual interface without coding.