QuickBooks Enterprise Salesforce CRM Connector

Included in Diamond • Up to 20% Off MSRP

QuickBooks Enterprise
Salesforce CRM Connector

Connect your sales and your books. The Salesforce CRM connector — included in QuickBooks Enterprise Diamond — keeps Salesforce and QuickBooks in sync automatically, so your team stops double-entering data and quotes turn into cash faster.

See Enterprise Pricing Call (888) 565-6522
✓ Authorized Intuit Reseller✓ Included in Diamond✓ 60-Day Money-Back✓ Fast 24-Hour Delivery
2-WayData Sync
NoDouble Entry
AutoScheduled Sync
DiamondExclusive

In most growing businesses, sales lives in one system and accounting lives in another. Sales works deals in a CRM; finance bills and collects in QuickBooks. The gap between them gets bridged by people retyping customers, orders, and payment status from one system into the other — slow, error-prone work that leaves both teams looking at stale information. The Salesforce CRM connector closes that gap.

Included in QuickBooks Enterprise Diamond, the Salesforce CRM connector automatically syncs data between Salesforce and QuickBooks — customers, sales orders, invoices, and payments — so both systems stay current without manual re-entry. Sales can see what’s been invoiced and paid; finance can see what’s in the pipeline. (A separate Salesforce subscription is required.) CPAWarehouse is an authorized Intuit reseller offering Diamond at up to 20% below MSRP.

Everything it does

QuickBooks Salesforce CRM Connector Features

Keep sales and finance working from the same, current data.

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Two-Way Data Sync

The connector syncs information in both directions between QuickBooks Enterprise and Salesforce, so a change made in one system flows to the other. Both teams work from current data instead of one stale copy and one source of truth.

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Sync Customers & Contacts

New customers and account details entered in Salesforce can flow into QuickBooks — and vice versa — so you maintain one consistent customer list across sales and accounting without retyping names, addresses, and terms.

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Sync Sales Orders & Invoices

Orders closed in Salesforce can become sales orders or invoices in QuickBooks automatically, so finance doesn’t re-key what sales already entered. The handoff from won deal to invoice becomes a sync instead of a chore.

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Sync Payments & Balances

Invoice and payment status from QuickBooks can appear in Salesforce, so your sales and account teams can see what’s been paid and what’s outstanding — without asking accounting or logging into the books.

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Automated, Scheduled Sync

Set the sync to run on a schedule so data moves between the systems automatically in the background. There’s no manual export-import routine to remember, and both systems stay continuously up to date.

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Customizable Field Mapping

Map the fields that matter to your business so the right Salesforce data lands in the right QuickBooks fields and vice versa. The sync reflects how your company actually works rather than a rigid one-size template.

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Shared Visibility for Both Teams

Sales sees billing and payment status without leaving Salesforce; finance sees opportunities and orders without leaving QuickBooks. Everyone has the context they need, which speeds decisions and improves customer conversations.

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Fewer Errors, No Re-Keying

Because data is synced rather than retyped, you eliminate the transcription mistakes — wrong amounts, mismatched customers, missed orders — that creep in when two teams maintain the same information by hand.

Why it matters

What the Salesforce Connector Does for Your Business

Connecting sales and accounting pays off across the whole revenue cycle.

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Faster Quote-to-Cash

Won deals flow into invoicing without manual re-entry, shortening the time from closed sale to sent invoice — and to cash in the bank.

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Eliminate Double Entry

Stop paying staff to retype the same customers and orders into two systems — the connector keeps both current automatically.

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Smarter Sales Conversations

With payment and balance data visible in Salesforce, reps know account status before they call — protecting relationships and cash flow.

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One Source of Truth

A single, consistent customer and order record across both systems means fewer disputes and cleaner reporting on both sides.

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Fewer Costly Errors

Synced data removes the transcription mistakes that lead to wrong invoices, misapplied payments, and frustrated customers.

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Included with Diamond

The connector comes with the Diamond edition, so you add CRM integration without buying a separate sync tool on top.

Which edition includes the Salesforce connector? The Salesforce CRM connector is exclusive to QuickBooks Enterprise Diamond — it is not included in Silver, Gold, or Platinum. A separate Salesforce subscription is required to use it, since the connector links your QuickBooks data to your own Salesforce account. If your business runs on Salesforce, Diamond is the edition that connects it to your books. Our team can help you confirm the fit before you buy.
QuickBooks Enterprise pricing

Get the Salesforce Connector with Diamond

The Salesforce CRM connector is included in the Diamond edition. Single user, annual billing — additional users licensed separately.

Edition Salesforce Connector CPAWarehouse Price You Save
Silver — $1,498/yr $375
Gold — $1,768/yr $442
Platinum — $2,174/yr $543
Diamond ★ ✓ Included Up to 20% off —

A separate Salesforce subscription is required. Prices shown are for 1 user, billed annually. Use our price configurator to see your exact Diamond cost.

Why CPAWarehouse

Why Buy QuickBooks Enterprise from CPAWarehouse

Authorized. Discounted. Backed by experts who know QuickBooks inside and out.

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Authorized Intuit Reseller

Every purchase comes with official Intuit activation and full eligibility for Intuit support, Priority Circle, and all future updates. Your license is 100% genuine.

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Up to 20% Below MSRP

We offer the Diamond edition at a genuine discount versus Intuit’s direct pricing. The price you see is the price you pay — no hidden fees.

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Free Expert Help

Questions about Diamond or the Salesforce connector? Our team helps you decide by phone or chat — no pressure, just straightforward advice.

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Transparent Pricing

See your exact price instantly by edition and user count — no quote requests, no sales calls required just to find out what it costs.

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60-Day Money-Back Guarantee

Intuit’s 60-day money-back guarantee protects every purchase made through CPAWarehouse. Zero risk to try it.

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Fast 24-Hour Delivery

Your license key and download link are delivered within 24 hours of purchase — no waiting for physical media or shipping delays.

Common questions answered

Frequently Asked Questions — Salesforce CRM Connector

QWhat is the QuickBooks Salesforce CRM connector?
It is a built-in integration, included with QuickBooks Enterprise Diamond, that automatically syncs data between QuickBooks Enterprise and Salesforce — customers, sales orders, invoices, and payments. It keeps your sales CRM and your accounting system current with each other so your team doesn’t have to re-enter the same data twice.
QWhich QuickBooks edition includes the Salesforce connector?
The Salesforce CRM connector is exclusive to QuickBooks Enterprise Diamond. It is not included in Silver, Gold, or Platinum. If connecting Salesforce to your books is important, Diamond is the edition to choose.
QWhat data syncs between QuickBooks and Salesforce?
Typically customers and contacts, sales orders, invoices, and payment and balance information. You can map the fields that matter to your business so the right data flows to the right place in each system.
QIs the sync two-way?
Yes. The connector syncs data in both directions, so changes made in Salesforce can update QuickBooks and changes in QuickBooks can update Salesforce, keeping both systems consistent.
QDo I need a separate Salesforce subscription?
Yes. The connector links QuickBooks Enterprise to your own Salesforce account, so you need an active Salesforce subscription to use it. The connector itself is what comes included with the Diamond edition.
QDoes it eliminate double entry?
Yes — that is the main benefit. Because customers, orders, invoices, and payments sync automatically, your team stops retyping the same information into two systems, which saves time and removes a common source of errors.
QWho is the Salesforce connector best for?
It’s ideal for businesses that already run their sales process in Salesforce and their accounting in QuickBooks Enterprise, and want the two to share data automatically — especially teams where sales and finance frequently need each other’s information.
QIs the connector an extra cost?
The connector is included with the Diamond edition at no additional software cost beyond Diamond itself. You do need your own Salesforce subscription separately. CPAWarehouse offers Diamond at up to 20% off MSRP.
Connect sales and your books

Get QuickBooks Enterprise Diamond with the Salesforce Connector — Up to 20% Off

Authorized Intuit reseller. Genuine license. 60-day money-back guarantee. Our team helps you confirm Diamond is the right fit before you buy.

Configure Diamond & See Pricing Call (888) 565-6522

Questions about the Salesforce connector? Our specialists answer calls and chats — no bots, no pressure.