Services

Salesforce–QuickBooks Integration

At Kahuna Cloud, we bridge that gap. We deliver fast, custom Salesforce–QuickBooks integrations that keep your sales and finance teams aligned, automate key processes, and give you full visibility — from quote to cash.
Connect Sales with Finance. No More Double Entry. No More Bottlenecks.

Salesforce–QuickBooks Integration

Your sales team closes deals in Salesforce. Your finance team manages invoices, payments, and reporting in QuickBooks. But without a proper integration, those two worlds are disconnected — and that means manual work, missed details, and financial delays.

What You’ll Get with Our Integration

Sync Customers & Accounts

Automatically sync customer info between Salesforce and QuickBooks — no more duplicate records or inconsistencies.

Auto-Create Invoices from Closed Deals

When an opportunity is marked “Closed–Won” in Salesforce, we can trigger the creation of a QuickBooks invoice using the correct customer, product, pricing, and tax info.

Payment Status Updates in Salesforce

See payment status, due dates, and invoice history inside Salesforce so sales and support teams stay in the loop — without asking finance.

Map Custom Fields & Products

We match your custom data model — not the other way around. Product bundles, tax rules, custom pricing fields? Handled.

Custom Design & Mapping

We create a tailored integration plan that fits your data structure and workflow.

Discovery & Scoping

We learn how you use Salesforce, QuickBooks, and where the pain points live.

Training & Rollout

We show your team how it works, what to expect, and how to maintain it.