How the Greater New Haven Chamber of Commerce Manages Every Member Account with Salesforce QuickBooks Integration

The Greater New Haven Chamber of Commerce is a nonprofit that supports businesses across the Greater New Haven region — from membership management to economic development. With a lean team working closely with hundreds of member accounts every day, their account managers needed to see invoices and payment history instantly. But that information lived in QuickBooks, and not everyone had access.

By implementing Breadwinner’s native Salesforce QuickBooks integration, President and CEO Garrett Sheehan gave every account manager full financial visibility directly inside Salesforce — without changing their accounting software or adding steps to anyone’s workflow.

The Challenge: QuickBooks Data That Only Finance Could See

When the Chamber moved to Salesforce as their CRM, they quickly realized they needed a way to connect their QuickBooks accounting data into the same system. Their previous chamber-specific CRM had some QuickBooks integrations built in, but they were unreliable. Salesforce gave them the data-driven platform they needed — but invoicing remained separate.

Problem 1: Account managers couldn’t see financial data without QuickBooks access

The Chamber’s account managers were working with members every day — tracking memberships, renewals, and payments — but they had no way to check invoice history or balances without asking someone with QuickBooks access to look it up for them. Every question required an extra step and someone else’s time.

Problem 2: Invoicing required leaving Salesforce entirely

Creating or reviewing an invoice meant switching out of Salesforce and into QuickBooks — a break in workflow that slowed the team down and created risk of data mismatches between the two systems. For a small nonprofit where everyone wears multiple hats, that friction added up fast.

Problem 3: Finding the right Salesforce QuickBooks connector

When the Chamber was setting up Salesforce, connecting it to QuickBooks was new territory for their developer too. They went through the Salesforce AppExchange looking for a solution that would work specifically with QuickBooks — not move them off their accounting software. At the time there were two or three options. Breadwinner stood out for being the most integrated and the simplest to use.

“I can’t even imagine the amount of time that saves us — and it probably just allows us more functionality, because I could imagine a lot of those things just wouldn’t happen. People wouldn’t ask for that report because it would just take so much time.” — Garrett Sheehan, President & CEO, Greater New Haven Chamber of Commerce

The Solution: QuickBooks Inside Salesforce, for Everyone

Breadwinner’s Salesforce QuickBooks integration connected the Chamber’s two systems natively — so invoices created in Salesforce are created in QuickBooks simultaneously, with no delay and no sync to wait for.

Invoicing Directly Inside the Salesforce Account Record

Account managers can now open a member’s Salesforce account, create an invoice on the spot, and send it — without leaving Salesforce or involving anyone else. They can also view, download, and forward past invoices to members directly from the account record.

Full Payment History Visibility for the Whole Team

Every team member — including CEO Garrett Sheehan — can see payment history, open invoices, and account balances right inside Salesforce. No more asking a colleague to pull a QuickBooks report. No more switching systems. “I get 99% of the answers that I need right there within the Salesforce account,” says Garrett.

“If I make an invoice in Salesforce, it’s actually already been made in QuickBooks — because it’s happening in QuickBooks. There’s no time delay, and no question about whether the record in Salesforce is going to match the record in QuickBooks. They are one and the same.” — Garrett Sheehan, President & CEO, Greater New Haven Chamber of Commerce

The Impact: 5 Years of Seamless Salesforce QuickBooks Integration

The Greater New Haven Chamber of Commerce has been running Breadwinner for close to five years. In that time, the team has never had a data mismatch between Salesforce and QuickBooks. The platform has become a quiet constant in their daily operations — reliable enough that they rarely need to contact support.

Implementation: Easy Onboarding Even for a Team New to Salesforce

The Chamber came to Breadwinner as a brand new Salesforce customer — so everything was new territory. The Breadwinner team walked them through demos over Zoom, answered a long list of questions, and put together a customized package to match exactly what the Chamber needed. “I remember it being during the summer — I was away on vacation, doing Zoom calls with the team. They were spread across the globe and really responsive,” says Garrett.

“Breadwinner is simplistic — and when you’re dealing with Salesforce and there’s so many complicating factors, you really are looking for simplicity in how you set up your systems. That’s what Breadwinner does for us.” — Garrett Sheehan, President & CEO, Greater New Haven Chamber of Commerce

Frequently Asked Questions About Salesforce QuickBooks Integration

Does Salesforce integrate with QuickBooks?

Yes. Breadwinner’s native Salesforce QuickBooks integration connects Salesforce directly to QuickBooks Online, so invoices, payment history, and account balances sync in real time. Your team can view financial data and create invoices inside Salesforce without needing QuickBooks access. Organisations like the Greater New Haven Chamber of Commerce have been running it for 5 years. Book a demo to see it in action.

Can my team see QuickBooks invoices inside Salesforce?

Yes. With Breadwinner, every Salesforce account record shows live invoice history and payment status pulled from QuickBooks. Team members can view, download, and forward invoices to customers directly from Salesforce — with no QuickBooks login required.

Is there a delay between Salesforce and QuickBooks when creating invoices?

No — there is no delay. When you create an invoice in Salesforce using Breadwinner, it is created simultaneously in QuickBooks. The record in Salesforce and the record in QuickBooks are one and the same, in real time.

Does my whole team need a QuickBooks login to use Breadwinner?

No. That’s one of the key benefits. With Breadwinner, your account managers and sales team can see financial data and create invoices inside Salesforce without having QuickBooks access at all. Only the people who need to work directly in QuickBooks need a QuickBooks login.

How hard is it to set up the Salesforce QuickBooks integration?

Breadwinner installs via the Salesforce AppExchange and connects to QuickBooks Online. Most teams are up and running with support from Breadwinner’s onboarding team, who walk you through field mapping and demos. The Greater New Haven Chamber of Commerce set it up while also migrating to Salesforce for the first time — and described the process as easy. See more customer stories.