Automate your Salesforce – QuickBooks Deal to Invoice Sync
Sync Salesforce opportunities to QuickBooks as invoices automatically — contacts matched, products mapped, and payment status tracked back in Salesforce without manual re-entry.
Powering Global SaaS Organizations
Automate Invoicing For Closed Won Deals
Every won opportunity in Salesforce triggers a manual invoice run in QuickBooks. Knit removes the handoff — Closed Won to sent invoice, no re-entry.
Revenue Recognised Automatically
Stop manually creating QuickBooks invoices from Salesforce deals. Knit automates the full opportunity-to-invoice workflow — close a deal, get an invoice, automatically.
Salesforce X Quickbooks On Autopilot
Knit connects Salesforce and QuickBooks across opportunities, contacts, and invoices — so your team stops re-entering data between CRM and accounting.
Opportunity-to-Invoice Automation
Closed Won opportunities in Salesforce become QuickBooks invoices automatically — products, pricing, and customer data intact.
Contact & Customer Sync
Salesforce contacts and accounts sync to QuickBooks as customer records — always current in both systems, never duplicated.
Product & Price Book Sync
Salesforce products and price books map to QuickBooks items automatically — accurate pricing on every invoice, no manual lookup.
Invoice & Payment Visibility
QuickBooks invoice status and payment updates sync back to Salesforce — reps see billing without leaving the CRM.
How it works
Setup a Sync In Minutes
No engineers, no custom code, no manual invoice routines. Connect Salesforce and QuickBooks through Knit's no-code workflow builder in one session.
Connect Your Apps
Authorize Salesforce and QuickBooks through Knit's secure connections — no API keys to manage, no credentials stored on our servers.
Map Your Objects
Map Salesforce Opportunities, Contacts, and Products to QuickBooks Invoices, Customers, and Items using Knit's visual mapper. No code required.
Go Live
Activate the sync. Closed Won opportunities flow to QuickBooks on trigger, on a schedule, or in real time.
Knit Handles the Rest
Knit monitors every sync, alerts you to mapping gaps, and handles API changes from either app automatically.
Want results like this?
Book a 15-min call with our integrations automation team.
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