QuickBooks to Salesforce Integration | MESA

Connect QuickBooks to Salesforce and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's QuickBooks to Salesforce integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

Try MESA for free

★★★★★ 4.9 rating on Shopify App Store

Start when...

Personalize with built-in tools...

Then, do this...

Trusted by 1,000+ Shopify merchants

Why integrate QuickBooks with Salesforce

The QuickBooks to Salesforce integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Data integration →

Send every Shopify order to QuickBooks automatically

When an order is placed, MESA creates the corresponding record in QuickBooks — customer, line items, amount — without anyone touching it. Your books stay current from the moment a sale happens.

Order automation →

Create QuickBooks invoices from Shopify orders

When a wholesale or B2B order comes in, MESA generates an invoice in QuickBooks and routes it to the right customer account. Your billing process runs without manual data entry between systems.

Customer experience →

Keep customer records consistent across both platforms

When a new customer places their first Shopify order, MESA creates or updates their record in QuickBooks. Your accounting and your store always reflect the same customer data.

Data integration →

Keep Salesforce contacts current as customers shop in Shopify

When a customer places an order, updates their details, or hits a lifecycle milestone in Shopify, MESA updates their Salesforce contact or account record automatically. Your CRM reflects who your customers are right now without a manual sync or scheduled export holding things back.

Order automation →

Create Salesforce opportunities from Shopify wholesale and B2B orders

When a qualifying order comes in — a wholesale account, a high-value purchase, a first-time B2B customer — MESA creates an opportunity in Salesforce with the order details already attached. Your sales team follows up with context, not just a name and an order number.

Customer experience →

Trigger Salesforce workflows from Shopify customer behavior

When a customer crosses a spend threshold, earns a loyalty tier, or shows a churn signal in Shopify, MESA sends the event to Salesforce and starts the right sequence or campaign. Your CRM automation runs on live commerce signals, not just form fills and email opens.

Build any QuickBooks and Salesforce automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Account Created

Starts when an account is created.

Account Updated

Starts when an account is modified.

Contact Created

Starts when a contact is created.

Contact Updated

Starts when a contact is modified.

Custom Created

Starts when a custom is created.

Custom Updated

Starts when a custom is modified.

Lead Converted

Starts when a lead is converted.

Lead Created

Starts when a lead is created.

Lead Updated

Starts when a lead is modified.

Opportunity Created

Starts when an opportunity is created.

Opportunity Updated

Starts when an opportunity is modified.

Order Created

Starts when an order is created.

Order Updated

Starts when an order is modified.

Pricebook Entry Created

Starts when a pricebook entry is created.

Pricebook Entry Updated

Starts when a pricebook entry is modified.

Product Created

Starts when a product is created.

Product Updated

Starts when a product is modified.

Credit Memo Created

Starts when a credit memo is created.

Customer Created

Starts when a customer is created.

Customer Deleted

Starts when a customer is removed.

Customer Updated

Starts when a customer is modified.

Invoice Created

Starts when an invoice is created.

Invoice Deleted

Starts when an invoice is removed.

Invoice Updated

Starts when an invoice is modified.

Item Created

Starts when an item is created.

Item Deleted

Starts when an item is removed.

Item Updated

Starts when an item is modified.

Create Account

Start a new account.

Create Contact

Start a new contact.

Create Custom

Start a new a custom.

Create Lead

Start a new lead.

Create Opportunity

Start a new an opportunity.

Create Opportunity Product

Start a new opportunity product.

Create or Update Account

Create or modify an account.

Create or Update Contact

Create or modify a contact.

Create or Update Custom

Create or modify a custom.

Create or Update Lead

Create or modify a lead.

Create or Update Opportunity

Create or modify an opportunity.

Create or Update Opportunity Product

Create or modify an opportunity product.

Create or Update Order

Create or modify an order.

Create or Update Order Product

Create or modify an order product.

Create or Update Pricebook Entry

Create or update a pricebook entry.

Create or Update Products

Create or modify a product.

Create Order

Start a new an order.

Create Order Product

Start a new order product.

Create Pricebook Entry

Start a new a pricebook entry.

Create Product

Start a new a product.

Delete Account

Remove an account.

Delete Contact

Remove a contact.

Delete Custom

Remove a custom.

Delete Lead

Remove a lead.

Delete Opportunity

Remove an opportunity.

Delete Opportunity Product

Remove an opportunity product.

Delete Order

Remove an order.

Delete Order Product

Remove an order product.

Delete Pricebook Entry

Remove a pricebook entry.

Delete Product

Remove a Product.

Query Multiple Accounts

Search for multiple accounts.

Query Multiple Contacts

Search for multiple contacts.

Query Multiple Customs

Search for multiple customs.

Query Multiple Leads

Search for multiple leads.

Query Multiple Opportunities

Search for multiple opportunities.

Query Multiple Opportunity Products

Search for multiple opportunity products.

Query Multiple Order Products

Search for multiple order products.

Query Multiple Orders

Search for multiple orders.

Query Multiple Pricebook Entries

Search for multiple pricebook entries.

Query Multiple Products

Search for multiple products.

Query Single Account

Search for a single account.

Query Single Contact

Search for a single contact.

Query Single Custom

Search for a single custom.

Query Single Lead

Search for a single lead.

Query Single Opportunity

Search for a single opportunity.

Query Single Opportunity Product

Search for a single opportunity product.

Query Single Order

Search for a single order.

Query Single Order Product

Search for a single order product.

Query Single Pricebook Entry

Search for a single pricebook entry.

Query Single Product

Search for a single product.

Retrieve Account

Grab all details about the account.

Retrieve Contact

Grab all details about the contact.

Retrieve Custom

Grab all details about the custom.

Retrieve Lead

Grab all details about the lead.

Retrieve Opportunity

Grab all details about the opportunity.

Retrieve Opportunity Product

Grab all details about the opportunity product.

Retrieve Order

Grab all details about the order.

Retrieve Order Product

Grab all details about an order product.

Retrieve Pricebook Entry

Grab all details about the pricebook entry.

Retrieve Product

Grab all details about the product.

Update Account

Modify an account.

Update Contact

Modify a contact.

Update Custom

Modify a custom.

Update Lead

Modify a lead.

Update Opportunity

Modify an opportunity.

Update Opportunity Product

Modify an opportunity product.

Update Order

Modify an order.

Update Order Product

Modify an order product.

Update Pricebook Entry

Modify a pricebook entry.

Update Product

Modify a product.

Create Account

Create an account.

Create Attachable

Create an attachable.

Create Bill

Create a bill.

Create Class

Create a class.

Create Credit Memo

Create a credit memo.

Create Customer

Create a customer.

Create Department

Create a department.

Create Invoice

Create an invoice.

Create Item

Create an item.

Create Journal Entry

Create a journal entry.

Create or Update Estimate

Create or modify an estimate.

Create Payment

Create a payment.

Create Purchase

Create a purchase.

Create Purchase Order

Create a purchase order.

Create Sales Receipt

Create a sales receipt.

Create Tax Agency

Create a tax agency.

Create Tax Service

Create a tax service.

Create Time Activity

Create a time activity.

Create Transfer

Create a transfer.

Delete Employee

Remove an employee.

Delete Vendor Credit

Remove vendor credit.

Query Account List Report

Request an account list report.

Query Aged Payable Detail Report

Request an aged payable detail report.

Query Aged Payables Report

Request an aged payables report.

Query Aged Receivable Detail Report

Request an aged receivable detail report.

Query Aged Receivables Report

Request an aged receivables report.

Query Balance Sheet Report

Request a balance sheet report.

Query Cash Flow Report

Request a cash flow report.

Query Class Sales Report

Request a class sales report.

Query Credit Memo

Query for credit memos.

Query Customer

Query for customers.

Query Customer Balance Detail Report

Request a customer balance detail report.

Query Customer Balance Report

Request a customer balance report.

Query Customer Income Report

Request a customer income report.

Query Customer Sales Report

Request a customer sales report.

Query Department Sales Report

Request a department sales report.

Query for Invoice

Query for invoices.

Query for Item

Query for items.

Query General Ledger Report

Request a general ledger report.

Query Journal Entry

Query for journal entries.

Query Profit and Less Report

Request a profit and less report.

Query Profit and Loss Detail Report

Request a profit and loss detail report.

Query Report

Request a report.

Query Sales by Product Report

Request a sales by product report.

Query Transaction List Report

Request a transaction list report.

Query Transfer

Query for a transfer.

Query Trial Balance Report

Request a trial balance report.

Query Vendor Balance Detail Report

Request a vendor balance detail report.

Query Vendor Balance Report

Request a vendor balance report.

Query Vendor Expenses Report

Request a vendor expenses report.

Retrieve Account

Grab all details about an account.

Retrieve Attachable

Grab all details about an attachable.

Retrieve Bill

Grab all details about a bill.

Retrieve Bill Payment

Grab all details about a bill payment.

Retrieve Class

Grab all details about a class.

Retrieve Company Information

Grab all details about the company.

Retrieve Credit Memo

Grab all details about a credit memo.

Retrieve Customer

Grab all details about a customer.

Retrieve Department

Grab all detail about a department.

Retrieve Deposit

Grab all details about a deposit.

Retrieve Employee

Grab all details about an employee.

Retrieve Estimate

Grab all details about an estimate.

Retrieve Exchange Rate for Individual Currency Code

Grab all details about an exchange rate for a specific currency code.

Retrieve Invoice

Grab all details about an invoice.

Retrieve Item

Grab all details about an item.

Retrieve Journal Entry

Grab all details about a journal entry.

Retrieve Payment

Grab all details about a payment.

Retrieve Payment Method

Grab all details about a payment method.

Retrieve Preference

Grab all details about a preference.

Retrieve Purchase

Grab all details about a purchase.

Retrieve Purchase Order

Grab all details about a purchase order.

Retrieve Refund Receipt

Grab all details about a refund receipt.

Retrieve Sales Receipt

Grab all details about a sales receipt.

Retrieve Tax Agency

Grab all details about a tax agency.

Retrieve Tax Code

Grab all details about a tax code.

Retrieve Tax Rate

Grab all details about a tax rate.

Retrieve Term

Grab all details about a term.

Retrieve Transfer

Grab all details about a transfer.

Retrieve Vendor

Grab all details about a vendor.

Retrieve Vendor Credit

Grab all details about a vendor credit.

Update Bill Payment

Modify a bill payment.

Update Credit Memo

Modify a credit memo's details.

Update Customer

Update a customer.

Update Deposit

Modify a deposit.

Update Journal Entry

Modify a journal entry's details.

Update Payment Method

Modify a payment method.

Update Preference

Modify a preference.

Update Purchase Order

Modify a purchase order's details.

Update Refund Receipt

Modify a refund receipt.

Update Term

Modify a term.

Update Vendor

Modify a vendor.

Upload Attachments

Upload and link new attachments.

View all

Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

Integrate QuickBooks with Salesforce today.

Enjoy a 7-day free trial. Get your first workflow in minutes.

Try MESA today →

MESA AI assistant

+×

Describe your task...

You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.