✓ Award-Winning Cloud CRM Software Since 2003

CRM for QuickBooks: Fully Integrated Business Management

Seamless two-way integration that unifies your sales, marketing, and accounting teams. Achieve real-time, bi-directional data sync and eliminate duplicate data entry.

Why Integrate Your CRM & QuickBooks?

Transform your business operations with unified, real-time data across all departments.

One Real-Time View

Get a unified view of your entire organization with sales, accounting, management, and operations all working from accurate, up-to-date customer, product, and order data.

Eliminate Manual Data Entry

Say goodbye to time-consuming manual data entry and reduce the risk of costly errors. Data flows automatically between systems without human intervention.

Accelerate Quote-to-Cash Cycle

Connect sales opportunities directly to invoicing and payments, dramatically speeding up your revenue recognition and cash collection processes.

Improve Inventory Control

Maintain accurate inventory levels and improve forecasting through unified sales and accounting data streams, ensuring you always have the right products in stock.

What the Connector Does

Seamless, automatic synchronization between Salesboom CRM and QuickBooks.

Salesboom's cloud-based CRM automatically syncs with QuickBooks, delivering seamless integration across platforms. Whether your team is working inside QuickBooks or inside Salesboom's CRM, data flows freely and reliably between both systems.

Key Synchronization Features:

  • Accounts in CRM automatically become Customers in QuickBooks
  • Won Opportunities in CRM convert into Sales Orders, Invoices, or Sales Receipts in QuickBooks
  • Products and Inventory Items stay aligned between both systems
  • Invoice details feed back into CRM Opportunities to preserve visibility into closed deals
  • Optional extensions available to synchronize custom objects and fields
  • Seamless integration with other internal systems for tailored solutions

Business Benefits

Measurable advantages that transform your operations and bottom line.

Unified Customer View

Sales, accounting, and management access the same live data, removing silos across departments and ensuring everyone works with accurate, consistent information.

Time & Error Reduction

With no manual re-entry of data, your team spends less time on admin and more time driving revenue while eliminating costly data entry errors.

Accurate Inventory Management

Stay confident in your stock levels, order fulfillment, and purchasing decisions with consistent data across sales and accounting systems.

Quick & Custom Implementation

Salesboom handles the remote installation and configuration; the integration runs in the background without burdening your users.

Single Vendor Responsibility

No need to deal with multiple middleware providers; Salesboom is your end-to-end partner for seamless CRM and QuickBooks integration.

Affordable & Predictable Pricing

Simple pay-as-you-go model with low annual fee keeps costs transparent and predictable with no hidden charges.

How It Works

Simple, seamless integration installed and configured remotely within hours.

1

Remote Installation

Salesboom installs the integration remotely within hours—no user-side software required.

2

Bi-Directional Sync

Configure two-way data flow between CRM and QuickBooks for seamless operations.

3

Background Operation

System runs automatically in the background, requiring no user intervention.

4

Data Consistency

Updates in either system sync automatically, ensuring data consistency across platforms.

What Gets Synchronized:

  • Syncs customer and vendor records automatically
  • Transfers quotes into sales orders and invoices with a click
  • Matches products in QuickBooks; creates new items if missing
  • Identifies your most valuable and repeat customers across both platforms instantly
  • Maintains complete audit trail of all transactions and changes

Requirements & Pricing

Simple requirements and transparent, affordable pricing.

Requirements

Compatible with the following versions:

  • QuickBooks Pro
  • QuickBooks Online Essentials
  • QuickBooks Online Plus
  • QuickBooks Premiere
  • QuickBooks Premiere Plus
  • QuickBooks Enterprise Solutions (US edition)

CRM Requirements:

  • Salesboom Unlimited Edition
  • Salesboom Enterprise Edition
  • Salesboom Professional Edition
  • English implementation
30-DAY FREE TRIAL

Simple, Transparent Pricing

$300
per company per year

Experience the full integration with our free 30-day trial. No credit card required to start.

About Salesboom

Global leader in cloud-based CRM and ERP solutions.

Salesboom is a global leader in cloud-based CRM and ERP solutions, serving over 28,000 subscribers in 154+ countries. Their cloud platform empowers small to mid-market companies to automate and streamline customer relationship management, sales force automation, marketing campaigns, customer service and back-office operations.

With integrated offerings, Salesboom gives businesses a powerful, user-friendly suite at a fraction of the typical software investment. Since 2003, Salesboom has been helping businesses grow through innovative, affordable, and scalable cloud solutions.

22+

Years in Business

28K+

Subscribers

154+

Countries Served

24/7

Support Available

Stop Managing Disconnected Systems

Let your teams collaborate effortlessly with unified data across CRM and QuickBooks. Start your 30-day free trial today and discover how Salesboom's CRM for QuickBooks Connector can unify your business and accelerate growth.

Have questions? Contact us at 1-855-229-2043 or info@salesboom.com

Explore Salesboom Editions

Discover powerful CRM editions to scale your business efficiently.

Professional Edition

A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.

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For large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.

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Perfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.

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