EW Quick Books

EW QuickBooks Connector is a Salesforce-native integration that unifies your financial and sales ecosystems. Designed for modern businesses, it enables real-time, two-way syncing between Salesforce and QuickBooks for Accounts, Products, Opportunities, Invoices, Payments, and Recurring Transactions—all without switching platforms or relying on third-party middleware.Whether you're managing subscription billing, multi-company operations, or international transactions, this connector offers unmatched flexibility, accuracy, and control.

Why EW Quickbook?

EW QuickBooks Connector bridges the gap between Salesforce and QuickBooks, enabling real-time, two-way syncing of your financial and sales data. It eliminates manual effort, reduces errors, and ensures both teams work with accurate, up-to-date information—enhancing collaboration and cash flow visibility.

Why EW Quickbook?

End-to-End Two-Way Sync That Works Out of the Box

Unlike basic connectors, EW QuickBooks syncs data in both directions—ensuring QuickBooks and Salesforce always reflect the latest account details, invoice, transactions, and payments. All key objects are supported, including recurring billing.

Multi-Entity & Multi-Currency Ready

Operate in multiple regions or with multiple QuickBooks accounts? No problem. With native support for multi-currency transactions and separate named credentials for each entity, you get seamless control over syncs per business unit.

Salesforce-First Experience

Everything—from setup to dashboards—runs within Salesforce. No external logins, no clunky UIs, and no data transfer risk. It’s a native experience your admin and finance teams will love.

Bulk Sync Capabilities

Need to import hundreds of records or sync historical data? Use the bulk sync feature to push/pull Accounts, Products, Invoices, Payments, and Estimates in just a few clicks.

Flat Pricing, Full Support

No per-user fees. No API limits. No surprise bills. You get flat annual pricing with 20 hours of complimentary onboarding and customization—delivered by certified Salesforce experts.

End-to-End Two-Way Sync That Works Out of the Box

Multi-Entity & Multi-Currency Ready

Salesforce-First Experience

Everything—from setup to dashboards—runs within Salesforce. No external logins, no clunky UIs, and no data transfer risk. It’s a native experience your admin and finance teams will love.

Bulk Sync Capabilities

Need to import hundreds of records or sync historical data? Use the bulk sync feature to push/pull Accounts, Products, Invoices, Payments, and Estimates in just a few clicks.

Flat Pricing, Full Support

No per-user fees. No API limits. No surprise bills. You get flat annual pricing with 20 hours of complimentary onboarding and customization—delivered by certified Salesforce experts.

Strong Features For Your Business Operations

Two-Way Real-Time Sync

Ensure Salesforce and QuickBooks are always in sync for Accounts, Products, Opportunities, Invoices, Payments, and Recurring Transactions. Eliminate manual entry and avoid data mismatches across systems.

Recurring Billing Automation

Automatically generate recurring invoices in QuickBooks based on Salesforce subscription data. Keep billing consistent and predictable with full visibility into upcoming payments.

Multi-Currency & Compliance Support

Supports all active currencies across both platforms. Built-in validation prevents mismatches and ensures your finance operations remain compliant in global environments.

Multi-Entity Management

Easily manage multiple QuickBooks companies from a single Salesforce org using Named Credentials. Assign records to entities and control sync behavior per business unit.

Sync Controls & Field Mapping Console

Admin-friendly controls to define sync direction (one-way or two-way), toggle object syncing, and view/edit field-level mappings without code or external tools.

Bulk Sync for Mass Operations

Import or export large volumes of data—Accounts, Products, Invoices, Payments—using bulk sync tools. Perfect for migrations or large-scale financial updates.

Performance Dashboards & Reports

Gain real-time insights into delayed payments, cash flow trends, and revenue performance. Visualize payment health and spot financial bottlenecks early.

Opportunity-Based Estimate & Invoice Generation

Convert Opportunities into Estimates or Invoices in QuickBooks with just one click. Automatically sync line items and associated products, streamlining your quote-to-cash flow.

Advantages of EW Quick Books

Complete Two-Way Sync

Unlike other tools that offer one-way integration, EW QuickBooks ensures bi-directional sync for Accounts, Products, Opportunities, Invoices, Payments, and Recurring Transactions—keeping both systems always in sync.

100% Salesforce-Native Experience

All features, dashboards, and settings are accessible directly within Salesforce. No need for external logins, tabs, or middleware—manage everything from your familiar CRM environment.

Built-In Multi-Entity & Multi-Currency Support

Manage multiple QuickBooks companies and currencies within a single Salesforce org. No hidden fees—multi-entity and currency validations are part of the core offering.

End-to-End Quote-to-Cash Automation

Generate Estimates, Invoices, and Recurring Transactions directly from Opportunities in Salesforce. Save time and reduce friction in your billing workflows.

No-Code Admin Controls with Full Visibility

Easily manage field-level mappings, sync direction, and object-level controls through an intuitive interface. No developer dependency or API expertise needed.