QuickBooks + Salesforce
Native Salesforce & QuickBooks Integration — Fast, Reliable, Real-Time
Connect Salesforce and QuickBooks in hours. Eliminate manual data entry and gain real-time visibility into your financial data — all inside Salesforce.
Secure
Control who can view or edit accounting data with flexible read/write permissions — all within our Salesforce-native, security-first app.
Extensible
Pre-configured with smart field mappings. Extend with Flows, Apex, or our Global API to fit your exact workflow.
Fast
Install and configure in minutes. Breadwinner comes pre-configured with smart field mappings — start syncing the same day.
Blazing Fast Time-to-Value
Breadwinner for QuickBooks comes pre-configured with smart field mappings and a guided setup wizard. Install, configure, and start syncing data the same day — not weeks or months down the line.
Two-Way Real-Time Sync
Experience real-time, bi-directional syncing — updates in Salesforce instantly reflect in QuickBooks Online, and vice versa. No batch jobs, no waiting, no stale data.
Streamline Operations
Replace manual processes with automated, reliable data flows between Salesforce and QuickBooks.
Instant Data Sync
Changes in either system are reflected in real-time — no batch jobs or manual exports.
Smart Address Matching
Identify and resolve address discrepancies between Salesforce and QuickBooks automatically.
Quick Invoice Creation
Generate QuickBooks invoices from accounts, opportunities, orders, or custom objects in Salesforce.
Real-Time Payment Tracking
Monitor overdue, due, and paid invoices within Salesforce — no need to switch to QuickBooks.
Live Financial Insights
View client financial health and current A/R data directly inside Salesforce records.
Accurate, Pre-Filled Fields
Configure invoices with customizable fields — due dates, discounts, taxes, and custom fields pre-populated.
Native Stripe Integration
Breadwinner for Payments brings Stripe data into Salesforce alongside your QuickBooks data. Track charges, subscriptions, and payouts in one place — giving your team a complete picture of revenue from quote to cash.
Real-Time Revenue Insights
Surface Stripe charges, refunds, and subscription data inside Salesforce records.
Faster Time-to-Value
Pre-built Stripe objects and field mappings mean you're up and running in minutes.
Seamless Payment Sync
Stripe payments flow into Salesforce alongside QuickBooks invoices for end-to-end visibility.
Unified, Error-Free Workflows
Eliminate manual reconciliation between Stripe and QuickBooks with automated data flows.
Multi-Org Support
Run multiple QuickBooks organizations from a single Salesforce instance. Ideal for businesses with multiple entities, subsidiaries, or regional offices.
Unified Dashboard
View and manage financial data across all your QuickBooks organizations in one place.
Cross-Currency Ready
Handle multi-currency transactions seamlessly across your QuickBooks organizations.
Centralized Control
Manage permissions, field mappings, and sync settings for each organization independently.
AI Readiness, Built In
By exposing live QuickBooks financial data inside Salesforce, Breadwinner unlocks the full potential of Salesforce AI. Use Einstein to surface insights, automate workflows, and make smarter decisions powered by real-time finance data.
AI
Salesforce Generative AI. Supercharged.
Feed Einstein Copilot and Custom Actions with live QuickBooks financial data. Build prompts with Einstein Prompt Builder that reference real invoice and payment data. Use Einstein Prediction Builder to forecast customer payment behavior based on actual financial history.
Trusted. Future Proof.
Security & Compliance
Certified by Salesforce and found on AppExchange, Breadwinner is installed natively in your org, and is rigorously tested regularly in order to comply with strict security standards. As a company, Breadwinner maintains SOC II, Type 2 compliance in order to provide an audited and secure environment for our team (and yours).
Extensible by Design
Breadwinner's Global API lets your (or your partner's) team extend Breadwinner to grow with your evolving business needs. Use Flows, Apex, or our guided setup wizard to configure the integration exactly as your org requires.
You're in good company
"We needed a platform that was going to deliver on what it promised. Breadwinner's installation process was straightforward and smooth with a quick implementation session. We were set up and ready to go within an hour."
Helen Keevil
Head of UK Sales, Hummingbird Technologies
"We sought a solution that leverages automation and software to do these mundane tasks so our staff can focus on customer-facing actions that drive the business. With Breadwinner, the result is we're more efficient and productive with fewer manual processes."
Darwin Stephenson
Chief Revenue Officer, Apkudo
"The issue with doing manual data entry is you have to double-check it and triple-check it. Breadwinner became a key player, acting as the bridge between the two pieces of software that allowed us to quickly and simply move information."
Morgan Selph
President, PlaySpace Designs
Buy, build, or invent?
Buy
Turn-key Product
A native, extensible integration that installs in minutes and delivers value in hours — not weeks or months. Pre-configured with smart field mappings and full flexibility for custom use cases.
Use for: Fast, reliable integration between your finance system and Salesforce
Build
iPaaS Project
A generalist middleware platform that connects systems in a many-to-many pattern. Requires ongoing maintenance, middleware expertise, and often months of development.
Use for: Large, multifaceted integration projects spanning multiple platforms
Invent
Custom Code
Building and maintaining your own integration layer from scratch. Long-running, expensive, and a constant drain on engineering resources.
Use for: Highly custom needs unsolvable with existing solutions
Frequently asked questions
Common questions about integrating QuickBooks with Salesforce.
Yes. Breadwinner enables a seamless, bi-directional connection between QuickBooks Online and Salesforce. Data syncs in real-time — updates in one system are instantly reflected in the other. It's an intuitive, reliable, and robust solution that lets sales teams sync data to finance with confidence.
Integrating QuickBooks with Salesforce automates repetitive data entry, centralizes customer information into a single source of truth, enables informed decision-making via real-time financial insights, powers your AI strategy by feeding Einstein with live financial data, enhances sales and finance collaboration, and maintains data alignment across departments.
Breadwinner for QuickBooks can be installed and configured in minutes. It comes pre-configured with smart field mappings and a guided setup wizard. Most customers are syncing data the same day.
Yes. Breadwinner supports multi-org configurations, allowing you to manage multiple QuickBooks organizations from a single Salesforce instance. Each organization can have its own permissions, field mappings, and sync settings.
Yes. Breadwinner for Payments brings Stripe data into Salesforce alongside your QuickBooks data, giving your team end-to-end visibility from payment to invoice to reconciliation.
No. Breadwinner works out of the box with a guided setup wizard and pre-configured field mappings. For advanced use cases, it offers a full API, Flow support, and Apex extensibility.
Yes. Breadwinner AI lets your whole company query QuickBooks data through Slack, Microsoft Teams, ChatGPT, Gemini, and Claude — no Salesforce or QuickBooks login required. It's read-only, permissioned, and set up in under an hour. Visit our QuickBooks AI page to learn more.
Pricing
Starting from $310/mo
Simple, transparent pricing for the QuickBooks + Salesforce integration. All plans billed annually with full support included.
Ready to get started?
See how Breadwinner connects QuickBooks and Salesforce in real time.