How FlexSpace Logistics Cut Invoice Time from 30 Minutes to 5 with Salesforce QuickBooks Integration

FlexSpace Logistics is a Canadian B2B logistics company — part of Storage Vault Canada — operating six warehouses and serving businesses nationwide with fulfillment, co-warehousing, transportation, and brokered 3PL solutions. With a variable, month-to-month billing model across 250+ invoices per month, their operations team was spending up to 15 work days every month on manual invoicing — re-entering data from Salesforce into a separate accounting system by hand.

After 18 months of searching and demos with seven or eight middleware providers, Operations Support Manager Kyle Stull found Breadwinner. By connecting Salesforce directly to QuickBooks with Breadwinner’s native Salesforce QuickBooks integration, what used to take 20–30 minutes per invoice now takes 5 minutes — and Salesforce became the single source of truth for all three vectors of their business.

The Challenge: 15 Work Days a Month Lost to Manual Invoicing

FlexSpace Logistics runs a complex, variable billing model. Every client is on month-to-month services, meaning invoices can’t be set to recur automatically — each one has to be built from scratch based on actual usage that month. Their line item data lived in Salesforce, but their accounting system had no connection to it.

Problem 1: Line item data in Salesforce couldn’t flow into invoices

Every invoice required Kyle to open the accounting system separately, manually write down each line item name, price, and quantity from a Salesforce report, and re-enter it all by hand. “I have to open up the accounting system, write down the name of the line item, write down the price, and then put in the quantity — generating from a separate report,” says Kyle. With 250 invoices a month across three business vectors, this process was unsustainable.

Problem 2: 15 work days a month dedicated to invoicing — and still falling behind

At 20–30 minutes per invoice across 250 monthly invoices, invoicing was consuming up to 15 full work days every month. And because Kyle was also the team’s primary problem-solver, other priorities constantly competed for that time. Invoices fell behind, which delayed cash flow and led to errors that created collection difficulties and damaged the company’s professional image.

Problem 3: 18 months searching — and middleware quotes of $40–60k/year

FlexSpace explored middleware solutions to connect their original accounting system to Salesforce and were quoted $40,000–$60,000 a year. When they made the decision to switch to QuickBooks, they assumed it would integrate natively with Salesforce. It didn’t. They spent 18 months evaluating seven or eight solutions — including Mulesoft — before finding Breadwinner on the Salesforce AppExchange.

“If you have Salesforce and you have QuickBooks and you don’t have Breadwinner, I don’t know what you’re doing.” — Kyle Stull, Operations Support Manager, FlexSpace Logistics

The Solution: One Click, One Invoice, Two Systems Updated

Breadwinner’s Salesforce QuickBooks integration eliminated the double-entry entirely. Line item data already saved in Salesforce — including markups for brokered business — now flows directly into invoice generation. The invoice is created in Salesforce and simultaneously exists in QuickBooks, with no lag and no manual transfer.

Invoice Generation Directly from Salesforce Data

Kyle’s team now opens a Salesforce account, clicks “New Invoice,” and a QuickBooks-powered invoice screen appears pre-populated with the client’s data. Markups, line items, quantities — all already saved in Salesforce — are applied automatically. What used to take 20–30 minutes per invoice now takes 5 minutes.

Two-Way Sync and Full Visibility for Account Managers

Because Breadwinner creates a live two-way connection between Salesforce and QuickBooks, account managers who don’t have QuickBooks access can now see whether clients have paid, view invoice history, and receive automated alerts when invoices go 30 days overdue — all inside Salesforce. FlexSpace has even built automated follow-up flows triggered by unpaid invoice data.

One Source of Truth Across All Three Business Vectors

FlexSpace operates three distinct revenue streams — fulfillment (via a warehouse management system), co-warehousing (via a booking platform), and brokered 3PL. Previously, cash flow data from each lived in silos. Breadwinner now pulls revenue from all three systems into Salesforce, giving leadership a real-time view of the health of every part of the business in one place.

“What would normally take me about 20 to 30 minutes to generate a single invoice — times that by 250 invoices a month — now takes me 5 minutes.” — Kyle Stull, Operations Support Manager, FlexSpace Logistics

The Impact: 15 Work Days Reclaimed — and a Platform Built to Scale

In just 8–9 months, Breadwinner has transformed invoicing at FlexSpace from the team’s biggest operational drain into a near-automated process. The time savings are quantifiable, the error rate has dropped, and the team is already planning to extend invoice ownership to customer success managers — so the people managing accounts can see exactly what’s on a client’s invoice before it goes out.

Scalability Built In From Day One

FlexSpace doubles its revenue every year. Kyle’s philosophy is to build for what the business will need next, not just today. Breadwinner’s widget-based architecture — simple enough to train any team member — means the business isn’t dependent on one person’s knowledge. “If I get hit by a bus tomorrow, the business is still going to be able to generate invoices on a month-over-month basis,” says Kyle. “Whereas previously, it would have been a rough couple of months.”

Implementation and Onboarding

FlexSpace took time after purchasing Breadwinner to complete their QuickBooks migration before going live. Breadwinner’s onboarding team were proactive throughout — checking in weekly, troubleshooting, and ensuring the team was set up for success. “I’ve dealt with a lot of technology company sales processes,” says Kyle. “Breadwinner was on par or better than all of them.” The system has worked exactly as advertised ever since, with minimal need for ongoing support.

“The professionalism that this technology has allowed us to leverage — that alone is a game changer for us as a business. Even without all of the ROI on time saved, that alone justifies it.” — Kyle Stull, Operations Support Manager, FlexSpace Logistics

Frequently Asked Questions About Salesforce QuickBooks Integration

Does Salesforce integrate with QuickBooks?

Yes. Breadwinner’s native Salesforce QuickBooks integration connects both platforms directly — no middleware required. Invoices created in Salesforce are simultaneously created in QuickBooks, with two-way data sync so your CRM and accounting system are always in agreement. FlexSpace Logistics uses it to manage over 250 invoices a month across three business lines.

Can I generate QuickBooks invoices directly from Salesforce?

Yes. With Breadwinner, you can create a QuickBooks invoice from inside a Salesforce account record — with your line item data, pricing, and markups already pre-populated from Salesforce. FlexSpace reduced per-invoice time from 20–30 minutes to 5 minutes using this workflow.

Does Breadwinner work with variable, non-recurring invoices?

Yes. Breadwinner is well suited to variable billing models where invoice amounts change month to month. Because it pulls line item data from Salesforce, you can build each invoice dynamically from the data already in your CRM — without re-entering anything manually.

Can my team see QuickBooks payment status inside Salesforce?

Yes. Breadwinner’s two-way sync means account managers can see invoice status, payment history, and overdue balances inside Salesforce — without QuickBooks access. You can also build Salesforce flows triggered by payment data, such as automated follow-ups when an invoice goes 30 days unpaid.

How does Breadwinner compare to middleware solutions like Mulesoft?

Breadwinner is a native Salesforce AppExchange app built specifically to connect Salesforce and QuickBooks — so it requires no custom flow development, no ongoing technical maintenance, and no specialist to manage it as your business grows. FlexSpace was quoted $40,000–$60,000/year for middleware alternatives before choosing Breadwinner. See more customer stories or book a demo.