Best Salesforce QuickBooks Integration? Exploring Three Options and Their Use Cases

All accounting systems perform the same core functions — classifying financial operations with transactions that impact assets, liabilities, income and expenses, and generating reports like balance sheets and cash flow statements — and are similar in that they perform the same functions.

Depending on their stage of digital transformation, companies often seek accounting systems that integrate with Salesforce to connect existing tools or choose compatible software when starting fresh. The main point is ease of use for the accounting teams.

One such solution is QuickBooks, a popular small business accounting platform many prefer for its user-friendly format to manage finances, track expenses, generate invoices, and ensure tax compliance.

Regarding integrating Salesforce and QuickBooks, differences between solutions lie in interface design, integrations, and user convenience.

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If you have Salesforce at your disposal, it’s only logical to make these two cloud-based systems interact and exchange data because shared data between sales and accounting provides you with the following:

Otherwise, your financial analytics, inventory management, invoicing, and other business-critical opinions will be detached from the 360-degree picture Salesforce aims to build for your business. Switching between two apps is burdensome and does not benefit reporting and compliance.

There are multiple integration options, each with benefits and downsides. Let’s review them.

Package integrations are the easiest and most common way to approach QuickBooks integration with Salesforce. There are plenty of connectors on the market, but the most reliable and customer-friendly ones, according to customer reviews, are by Breadwinner, Tally Integrations, and DBSync.

All of these integrations support the basic features, such as data mapping and bidirectional data sync, and Salesforce objects, including Accounts, Opportunities, Jobs, Products, and Invoices.

In comparison, it all comes down to the preferable user interface and pricing (some have free plans and discounts for nonprofits). There are minor differences in some accounting-specific capabilities, such as Breadwinner’s reporting or Tally’s support of multiple Salesforce price books for tiered pricing. Besides being on the more affordable side, Quickbooks to Salesforce integrations via managed packages bring certain business benefits.

Overall, Salesforce-native integrations are a good option if your organization is completely satisfied with the package's functionality and has no foreseeable changes planned.

When integrating QuickBooks with Salesforce, two MuleSoft-driven options stand out: MuleSoft Composer and the Anypoint Platform.

Each leverages a distinct connector for QuickBooks, catering to different integration needs.

MuleSoft Composer, a Salesforce-owned tool, simplifies integration and automation with its QuickBooks Connector for Composer. This connector allows users to design workflows that align with specific business logic or unique requirements, all without programming skills. It’s tailored for straightforward integrations where ease of use is key.

On the other hand, the MuleSoft Anypoint Platform offers a more robust solution with its own QuickBooks Connector for Anypoint. This pre-built component streamlines connectivity with QuickBooks Online and supports advanced features like error handling, data mapping (via DataWeave), and conditional logic. It enables operations such as querying Salesforce data or creating invoices in QuickBooks, making it ideal for complex scenarios like:

In summary, MuleSoft Composer’s QuickBooks Connector offers a user-friendly, cost-effective option for basic integrations, while the Anypoint Platform’s QuickBooks Connector delivers a scalable, feature-rich solution for sophisticated needs — albeit with greater cost and technical complexity. Your choice depends on the depth and scale of your integration requirements.

Book design is the art of incorporating the content, style, format, design, and sequence of the various components of a book into a coherent whole. In the words of Jan Tschichold, "Methods and rules that cannot be improved upon have been developed over centuries. To produce perfect books, these rules must be revived and applied." The front matter, or preliminaries, is the first section of a book and typically has the fewest pages. While all pages are counted, page numbers are generally not printed, whether the pages are blank or contain content.

We covered whether Mulesoft is easy to start with and its main use cases in our article on Salesforce Integration with Mulesoft: How to Start Quickly.

Let’s preface this by saying that custom integrations for Quickbooks with Salesforce are rare. The need for a custom Salesforce and QuickBooks integration arises when the business processes are too specific to be automated by available tools, existing solutions do not fit your accounting flows, or you need complete control over your accounting.

Not to mention the costs — they might vary depending on the solution, the sheer size of an organization, and the number of records to be integrated, and any of these points can considerably inflate the development costs.

Despite their seeming complexity, Salesforce and QuickBooks implementations built from scratch bring a few benefits.

To sum up, custom integration for Salesforce and QuickBooks is usually not the first option on the table, as there are simpler and more budget-friendly alternatives. But to some, it provides unprecedented flexibility — worth investing in Salesforce custom application development.

Choose Salesforce integration with QuickBooks based on your current needs, and resources, and keeping possible business growth in mind. A good match is an integration that reduces errors, enhances visibility, and improves business efficiency.

For additional pre-built visual interfaces for managing QuickBooks operations directly within Salesforce, one can go for a ready-made Salesforce-QuickBooks integration.

If you have an ambitious long-term integration plan for Salesforce and other apps, Mulesoft can give you leverage and perspective.

Finally, if your accounting processes are too specific and complex, you can go for a custom implementation for full control over the integration.

Still unsure which solution is the best fit for your business needs to maximize the potential of QuickBooks and Salesforce? At Twistellar, we have extensive experience helping businesses integrate these two powerful platforms. Contact us today, and we’ll help you choose the best option.