QuickBooks + Salesforce Integration Pricing

Simple pricing. Complete integration. No extra fees. Full data replication. Up and running in hours, not weeks.

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Basic

Ideal for small teams looking for core invoice visibility and syncing.

  • Continuous replication of QuickBooks companies and invoices to Salesforce
  • Data natively available for standard reports, dashboards, Flows, and automations
  • Invoices, status, and amounts displayed on Salesforce Account and Opportunity
  • Guided wizard for invoice creation and review
  • Create QuickBooks companies from Salesforce
  • Download and email QuickBooks invoices (PDF) from Salesforce
  • Associate multiple QuickBooks invoices with same account or opportunity
  • Granular permissions for data security

Pro

Best for growing teams that need line-item details and richer invoice creation.

  • Everything in Basic
  • Continuous replication of QuickBooks line items and payment records
  • Prepopulated line item data for invoice creation
  • QuickBooks multi-currency support
  • Salesforce multi-currency support
  • Multiple CC and BCC recipients
  • Invoices from Sales Orders
  • $ Connect multiple QuickBooks Orgs to one Salesforce Org

Business

Designed for advanced teams that want more control and customization.

  • Everything in Pro
  • Access to the public link to invoice URL from Salesforce
  • Use Salesforce email templates
  • Prepopulate highly-customized QuickBooks revenue codes and tax codes
  • Override default mapping on line items on orders
  • Partial invoicing for staged billing or milestone-based payments
  • $ Create invoices with prepopulated data from any custom fields and any custom or standard object
  • $ Accounts Payable, Read and Write functionality

All plans are billed annually. Full support and onboarding included with every plan.

Add-ons

Multiple QuickBooks Organizations

Connect multiple QuickBooks organizations to a single Salesforce instance, with each org mapped to its own set of accounts and opportunities. Available as a Pro or Business add-on.

Global API Access

An Apex-based automation interface that lets your developers programmatically create QuickBooks transactions and automate finance processes directly from Salesforce. Requires Apex development knowledge. Available as a Business plan add-on.

Purchase Orders & Bills

Two-way sync for bills and purchase orders between QuickBooks and Salesforce, with full read and write functionality so your AP workflow lives alongside the rest of your CRM data. Available as a Business plan add-on.

Invoice from Custom Objects

A Custom Guided Wizard that lets you create QuickBooks invoices from any custom or standard Salesforce object — not just Opportunities or Orders. Includes a 45-minute onboarding call to map your objects, fields, and line items. Available as a Business plan add-on.

Pricing questions

Common questions about Breadwinner for QuickBooks pricing and billing.

Most teams start with Basic for core invoice visibility and syncing. If you need line-item detail, payment record syncing, or multi-currency support, Pro is the right fit. Business is for teams that need full customization including email templates, partial invoicing, and custom revenue code mapping.
Yes. You can upgrade from Basic to Pro or Business at any time. Contact our team and we'll handle the transition.
We offer personalized demos so you can see Breadwinner working with your data before committing. Contact our team to schedule one.
Yes. Full support, onboarding guidance, setup documentation, and access to our technical team are included with every plan.
Yes. Multiple QuickBooks org connections are available as an add-on to any plan.
No. Breadwinner works out of the box with a guided setup wizard. For advanced use cases, it offers a full API and extensibility via Apex.

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