Still Manually Entering Data Between
Salesforce & QuickBooks?
Automate invoicing, estimates, payments and more with DBSync bi-directional sync that eliminates double entry and turns order processing into effortless accounting.
"This integration revolutionized our finance department shifting focus from data entry to strategic analytics. We achieved significant improvements in month end close processes, reducing from 2 weeks to just 3 days."
Steph Novotny
Accounting Manager
Month-end close — before DBSync
Your Sales Team Closes Deals. Your Finance Team Still Re-enters Everything.
When Salesforce and QuickBooks don't talk to each other, your whole order-to-cash process breaks down. Here's what that costs you:
Is DBSync Right for You?
We'll be honest about who we're built for.
No fluff, no overselling. Here's exactly who DBSync was built for. If you see yourself here, we'd love to talk.
DBSync is a great fit if…
- You run both Salesforce and QuickBooks and your teams don't share real-time data
- Your accounting team manually re-enters deal data from Salesforce into QuickBooks
- You want invoicing to happen automatically the moment a deal closes, not hours later
- You need custom field mapping without hiring a developer to build it
- You want to reduce your accounts receivable cycle and collect payments faster
- Your IT team is small and you need a solution that ops can manage on their own
One integration. Everything in sync.
DBSync is a middleware integration platform that connects Salesforce and QuickBooks so your data flows automatically — in both directions, in real time, with custom field mapping that matches exactly how your business works.
Order-to-Cash Automation
When a prospect fills out your web form, their info flows into Salesforce as a lead and straight through to QuickBooks, ready to invoice the moment the deal closes. Zero manual handoffs.
Contracts & Sales Orders — Auto-Created
When a deal or order is approved in Salesforce, DBSync automatically creates the corresponding contract or sales order in QuickBooks.
Accounts, Contacts & Products in Sync
Salesforce accounts map to QuickBooks customers. Contacts stay matched. Products and inventory items stay in lock-step. For Phocuswright, mismatched product data was causing real financial reporting errors — DBSync eliminated that entirely.
Eliminate Data Silos Between Sales & Finance
Sales lives in Salesforce. Finance lives in QuickBooks. DBSync bridges the gap so both teams work from the same source of truth, no more competing spreadsheets, no more "which system is right?"
Automated AR & Collections Workflows
Automate payment reminders, overdue alerts, and collections workflows so your AR team spends less time chasing invoices and more time on work that actually moves the needle.
Custom Field Mapping — No Developers
Your business has complex rules. DBSync's visual field mapper handles conditional logic, data transformations, and custom mappings, built and maintained by your ops team, not a developer on call.
Bi-directional Sync
A payment is recorded in QuickBooks? Salesforce knows. A new opportunity is created in Salesforce? QuickBooks is ready. Data flows both ways, so every system is always current.
Flexible Scheduling — Your Way
Run syncs on a schedule (every minute, hourly, daily) or trigger them manually with one click. You control the cadence — no IT ticket required.
Why Your Team Will Love This
Eliminate Manual Work
Automate processes like order-to-cash, lead-to-invoice, and procure-to-pay.
Near Real-Time Data Sync
Keep information consistent across CRMs, ERPs, accounting, and marketing apps.
Faster Decision-Making
Get real-time insights with automated data transfer.
Secure & Compliant
Maintain data integrity with built-in security and audit controls
Voted #1 easiest to use
But Don’t Just Listen to us…
Trusted by Leading Data Teams
Resources and Insights
The Complete Guide to Salesforce-QuickBooks Integration
Eliminate Double Data Entry with CRM-Accounting Integration
Best Practices: Integration of CRM and QuickBooks
Salesforce and QuickBooks Integration
Book a 45-Min Demo
See exactly how DBSync syncs Salesforce and QuickBooks automatically — no dev work, no manual exports. One of our experts will walk through your specific setup.
Closed Won to NetSuite Sales Order
The moment a deal closes in Salesforce, DBSync creates the Sales Order in QuickBooks automatically.
Bi-Directional Sync
Accounts, Contacts, Invoices, and Payments stay in sync across both systems. Changes in either direction update automatically.
No Double Entry, No Errors
Finance stops re-entering deal data from Salesforce. Sales stops waiting on QuickBooks for order status. Both teams work from the same record.
No IT or Developer Needed
Pre-built connector maps standard and custom fields out of the box.
Frequently Asked Questions (FAQs)
Quick answers to questions you may have.
Can't find what you're looking for? Check out our full documentation.
Yes, and you also have the flexibility to make it uni-directional.
This connector is compatible with QuickBooks Online and Desktop.
The solution is compatible with all major versions of Salesforce, including Unlimited, Professional, Enterprise, and Non-Profit editions.
You can generate following transactions in QuickBooks from Salesforce: Invoice, Sales Order, Sales Receipt, and Estimate. By using customization you can generate Credit Memo, Purchase Order, Timesheet transactions as well.
A transaction in QuickBooks will be created once an Opportunity in Salesforce is marked ‘Closed Won.’
Absolutely, DBSync is a completely flexible solution which can be customized for unique business processes.
Yes, DBSync supports product hierarchy within Salesforce.com as available in QuickBooks.
We support both complete and incremental synchronization. The connector automatically tracks the last record processed so that you can synchronize only the updated records and never miss a record.
Yes, you can install it on your Sandbox to test the integration and then switch to the production instance.
DBSync’s integration includes a scheduler, using which any process can be automated to run at predefined intervals. You can perform synchronizations as frequently as 5 minutes.
Definitely, 14-day free trial is available after completing the registration process
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