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integrationQuickBooks Online node
integrationSalesforce node

QuickBooks Online and Salesforce integration

Save yourself the work of writing custom integrations for QuickBooks Online and Salesforce and use n8n instead. Build adaptable and scalable Finance & Accounting, Sales, and Communication workflows that work with your technology stack. All within a building experience you will love.

How to connect QuickBooks Online and Salesforce

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

QuickBooks Online and Salesforce integration: Create a new workflow and add the first step

Step 2: Add and configure QuickBooks Online and Salesforce nodes

You can find QuickBooks Online and Salesforce in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure QuickBooks Online and Salesforce nodes one by one: input data on the left, parameters in the middle, and output data on the right.

QuickBooks Online and Salesforce integration: Add and configure QuickBooks Online and Salesforce nodes

Step 3: Connect QuickBooks Online and Salesforce

A connection establishes a link between QuickBooks Online and Salesforce (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

QuickBooks Online and Salesforce integration: Connect QuickBooks Online and Salesforce

Step 4: Customize and extend your QuickBooks Online and Salesforce integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect QuickBooks Online and Salesforce with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

QuickBooks Online and Salesforce integration: Customize and extend your QuickBooks Online and Salesforce integration

Step 5: Test and activate your QuickBooks Online and Salesforce workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from QuickBooks Online to Salesforce or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

QuickBooks Online and Salesforce integration: Test and activate your QuickBooks Online and Salesforce workflow

Build your own QuickBooks Online and Salesforce integration

Create custom QuickBooks Online and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

QuickBooks Online supported actions

Create
Delete
Get
Get Many
Update
Create
Get
Get Many
Update
Create
Get
Get Many
Update
Create
Delete
Get
Get Many
Send
Update
Create
Delete
Get
Get Many
Send
Update
Void
Get
Get Many
Create
Delete
Get
Get Many
Send
Update
Void
Get
Get Many
Get Report
Create
Get
Get Many
Update

Salesforce supported actions

Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users

FAQs

  • Can QuickBooks Online connect with Salesforce?

  • Can I use QuickBooks Online’s API with n8n?

  • Can I use Salesforce’s API with n8n?

  • Is n8n secure for integrating QuickBooks Online and Salesforce?

  • How to get started with QuickBooks Online and Salesforce integration in n8n.io?

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Why use n8n to integrate QuickBooks Online with Salesforce

Build complex workflows, really fast

Build complex workflows, really fast

Handle branching, merging and iteration easily.
Pause your workflow to wait for external events.

Code when you need it, UI when you don't

Simple debugging

Your data is displayed alongside your settings, making edge cases easy to track down.

Use templates to get started fast

Use 1000+ workflow templates available from our core team and our community.

Reuse your work

Copy and paste, easily import and export workflows.

Implement complex processes faster with n8n

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