Connect Salesforce and QuickBooks for your business
Salesforce and QuickBooks each hold numbers the other never sees. askotter reads both and tells you, by text, what they mean together.
What do you get by connecting Salesforce and QuickBooks?
askotter reads Salesforce and QuickBooks side by side and puts both in one report for the business. The owner sees how activity in one leads to results in the other, gets an alert when a number moves and can ask questions by text.
- From Salesforce
- Leads and opportunities, Account and contact data, Pipeline stages and velocity.
- From QuickBooks
- Income and expense data, Accounts receivable/payable, Cash flow statements.
- Status
- Salesforce and QuickBooks are on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing Salesforce or QuickBooks. Both keep working exactly as they do now.
Why connect Salesforce and QuickBooks
Salesforce will sit beside your ad accounts, GA4 and payments, so marketing spend lines up with closed revenue. It fits into our PPC management work.
How Salesforce and QuickBooks records line up
Salesforce and QuickBooks both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.
Shared between the two: the customer email address, the phone number and the company or account.
Salesforce and QuickBooks are on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
Salesforce on its own
Salesforce sees leads, accounts and opportunities. It knows which campaign produced a lead only when someone records it there.
Timing. Salesforce opportunity stages move when someone updates them, so pipeline data is as current as the team's CRM habits.
Access. A connected app with read-only access to Lead, Contact, Account and Opportunity.
QuickBooks on its own
QuickBooks sees what was billed and paid. It has no idea which marketing produced the customer.
Timing. QuickBooks shows revenue when invoices and sales receipts are entered, which can trail the sale in a busy month.
Access. The QuickBooks Online Accounting API with read-only OAuth access.
Related guides
- LinkedIn Ads to Salesforce: Why Your Attribution Is Broken. The gap between what LinkedIn claims and what your CRM shows is a measurement problem nobody set up correctly.
- The Marketing Metrics That Matter (and the Ones That Do Not). Most marketing reports are long because the numbers in them are weak. A useful report is short.
Services that use these connections
Analyses: Salesforce + QuickBooks
Other Salesforce combinations
Questions about Salesforce + QuickBooks
What can I learn by connecting Salesforce and QuickBooks?
How does askotter connect Salesforce and QuickBooks?
Is my data secure when connecting Salesforce and QuickBooks?
Salesforce + QuickBooks is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.