Salesforce for Quickbooks Pricing, Features, Reviews & Comparison of Alternatives

Salesforce for Quickbooks

Close more sales. Salesforce for QuickBooks plugs the #1 CRM into the #1 small business accounting software.

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Salesforce for Quickbooks overview

Salesforce for QuickBooks offers you the #1 sales app with built in integration to QuickBooks. Salesforce users experience: -40% more leads -30% increase in lead conversion -33% increase in sales productivity -30% increase in sales revenue


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Pricing options
Value for money
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Business size



United States

Supported languages

Salesforce for Quickbooks screenshot: Create transactions in QuickBooks from Salesforce - When an Opportunity is changed to Closed Won in Salesforce, it triggers a transaction to be created in QuickBooks. (Professional Edition only)Salesforce for Quickbooks screenshot: QuickBooks financial information in Salesforce: Sales people have access to Open Balance and Credit Limit so they can have a more informed conversation with their customers.

Salesforce for Quickbooks reviews

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Salesforce for Quickbooks pricing

Starting from
Pricing options
Free trial
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Group Edition

Free 14 day trial.
$28 per user per month.
Professional Edition

Free 30 day trial.
$70 per user per month.

Compare features to decide which edition is right for you.

*Call your Intuit Sales Representative to order 888.591.6059

Salesforce for Quickbooks features


Activity Dashboard (182 other apps)
Activity Tracking (132 other apps)
Automatic Notifications (171 other apps)
Automatic Reminders (163 other apps)
CRM Integration (118 other apps)
Calendar Management (157 other apps)
Contact Database (113 other apps)
Custom Fields (130 other apps)
Customer Database (126 other apps)
Customizable Branding (156 other apps)
Customizable Reporting (135 other apps)
Customizable Templates (135 other apps)
Data Import/Export (151 other apps)
Electronic Payments (118 other apps)
Email Integration (156 other apps)
Mobile Integration (121 other apps)
Reporting & Statistics (181 other apps)
Social Media Integration (134 other apps)
Third Party Integration (175 other apps)

Additional information for Salesforce for Quickbooks

Key features of Salesforce for Quickbooks

  • QuickBooks customers sync to Salesforce accounts
  • View QuickBooks customer details in Salesforce – open balanc
  • Create transactions in QuickBooks from Salesforce – estimate
  • QuickBooks items sync to Salesforce Products
  • Manage accounts & contacts
  • Lead scoring, routing & assignment
  • Opportunity, task & activity tracking
  • Customizable dashboards
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Salesforce for QuickBooks helps you:
- Easily track and cultivate leads from all types of marketing initiatives
- Manage and track every communication, activity and opportunity by contact
- See a complete sales and service history for each prospect or customer
- Enter data once and it’s automatically updated in both Salesforce and QuickBooks1
- Stay on top of everything with real-time dashboards and reports

On average Salesforce users experience:
- 40% more leads
- 30% increase in lead conversion
- 33% increase in sales productivity
- 25% increase in win rate
- 30% increase in sales revenue