Track every Salesforce sync
See which opportunities became QuickBooks invoices, what failed, and why — with time savings at a glance.
Salesforce → QuickBooks
Turn Salesforce opportunities into QuickBooks invoices automatically
Fully customizable Salesforce to QuickBooks integration for accountants, bookkeepers, and finance teams managing custom objects and multi-entity billing.
How it works
See Salesforce invoicing in under 90 seconds
Watch how closed opportunities in Salesforce become QuickBooks invoices — without manual entry.
Inside Slipstream
See the Salesforce → QuickBooks workflow in action
From closed opportunities to invoices, alerts, and batches — here’s what finance teams use every week.
Review invoices before they go out
Upcoming invoices from Salesforce land in a queue so finance can check amounts and timing before billing runs.
Manage your Salesforce connection
Connect or reconnect Salesforce and QuickBooks, and keep defaults healthy without leaving Slipstream.
Get alerted when Salesforce syncs need attention
Choose email alerts for successful invoices, sync errors, and weekly summaries — or keep the noise off.
Batch Salesforce backlog into QuickBooks
Run a date-range batch to catch up on closed opportunities — or consolidate partner invoices in one pass.
Features
Built for Salesforce objects finance actually bills on
Map opportunities, accounts, and custom objects to QuickBooks — then automate invoice creation without middleware spaghetti.
Opportunity → invoice on your rules
Create QuickBooks invoices when opportunities close, on a schedule, or as progress invoices as stages advance.
Standard + custom object mapping
Map Salesforce opportunities, accounts, line items, and custom objects to QuickBooks invoice fields.
Alerts bookkeepers can act on
Notify finance when Salesforce invoices sync successfully — or when an opportunity is missing billable data.
Clear activity across clients & orgs
See what synced from Salesforce, what failed, and why — useful when you manage more than one books file.
Resolution steps on every failure
Failed runs include actionable steps so accountants know which Salesforce fields to fix before retrying.
Less Salesforce copy-paste
Cut manual opportunity-to-invoice work by up to 90%. Built for high-volume and multi-client finance teams.
Why Slipstream
Why Slipstream over the native Salesforce sync?
Native Salesforce ↔ QuickBooks tooling often assumes standard objects and simple close → invoice paths. Slipstream is built for custom objects, multi-entity routing, draft review, and bookkeeper-friendly error handling.
| Capability | Native Salesforce sync | Slipstream |
|---|---|---|
| Custom objects & multi-entity routing | Limited | Yes |
| Accountant / bookkeeper-friendly errors | Limited | Yes |
| Invoice review queue before send | No | Yes |
| Scheduled & batch invoicing | Limited | Yes |
| Progress billing workflows | No | Yes |
| Basic opportunity → invoice | Yes | Yes |
Pricing
Simple, transparent pricing
Choose your implementation tier — every plan includes the same $50/month subscription.
Essentials
$250one-time setup
+ $50/ month
Guided integration setup with the essentials for a clean CRM-to-QuickBooks handoff.
- CRM-to-QuickBooks integration setup
- Standard field mapping configuration
- Salesforce workflow review
- Best practices documentation
- Email support during setup
Standard
$500one-time setup
+ $50/ month
Hands-on help optimizing your CRM, sales process, and integration workflow.
- Everything in Essentials
- Salesforce optimization session
- Sales process review and recommendations
- Custom field mapping and workflow design
- White-glove onboarding and live testing
Advanced
$1,000one-time setup
+ $50/ month
Deep CRM and sales process optimization for complex billing workflows.
- Everything in Standard
- Deep CRM and pipeline optimization
- Complex billing workflow design
- Dedicated implementation specialist
- Post-launch optimization review
All tiers include unlimited integration usage, ongoing support, and access to Slipstream activity logs.
FAQ
Questions teams ask before they switch
Everything you need to know about automating invoices from your CRM into QuickBooks.
What does Slipstream actually do?
Slipstream watches your CRM for closed-won deals and creates the matching invoice in QuickBooks automatically. Your team stops copying deal data by hand — billing starts the moment the deal closes.
Which CRMs do you support?
HubSpot, Salesforce, Pipedrive, GoHighLevel, Monday.com, and ConnectWise today, with more integrations on the roadmap. Browse our integrations directory for CRM-specific workflows, or HubSpot, Salesforce, and Pipedrive detail pages to start.
How much time can I save each month?
Most teams reclaim 12+ hours per month on manual invoice entry. High-volume teams often save up to three days. Use our time savings calculator on the homepage to estimate your team's numbers.
How does the QuickBooks connection work?
You authorize Slipstream through QuickBooks OAuth — the same secure flow you use for other accounting apps. We sync customers, line items, and invoice fields directly into the company file you choose.
How long does setup take?
Most teams are live in under an hour. Connect your CRM and QuickBooks, map the fields you care about, pick your trigger stage, and run a test deal. Our how-it-works guide covers each step.
Is technical expertise required for setup?
No. Setup is guided step by step — connect your CRM and QuickBooks via OAuth, map your fields, pick your trigger stage, and run a test deal. See how it works for the full walkthrough, and support is included if you get stuck.
What happens when a deal closes?
When a deal hits your configured stage — closed won, contract signed, or whatever you choose — Slipstream reads the deal, builds the invoice from your field mappings, and creates it in QuickBooks. You get a log entry for every run.
Can I control which fields map to the invoice?
Yes. You map CRM properties to QuickBooks fields — customer name, line items, amounts, due dates, memos, and more. Turn mappings on or off per field so only the data you need flows through.
What if I need a custom workflow?
Slipstream supports custom field mappings, trigger stages, draft vs sent invoices, and batch runs. During onboarding we walk through your deal flow and configure the workflow to match how your team actually bills. Request a demo to review your workflow with our team.
Can I review invoices before they go out?
Slipstream creates draft or sent invoices depending on your settings. Many teams start with drafts so finance can spot-check the first few runs, then switch to automatic send once mappings are trusted.
What if an invoice fails to create?
Failed runs show up in your event log with the exact error — missing customer, invalid line item, auth expired, and so on. Fix the underlying issue in your CRM or adjust your mappings, then retry.
Can I run Slipstream on past closed deals?
Yes. Batch runs let you process a CSV of deal IDs or a date range so you can catch up on backlog without manual entry. Useful when you turn automation on mid-quarter.
Does Slipstream replace my accounting team?
No — it removes repetitive data entry so your team can focus on review, collections, and exceptions. Think of it as the automation layer between sales closing and clean books.
How is Slipstream different from Zapier or Make?
General automation tools can wire CRM to QuickBooks, but you still build and maintain every step. Slipstream is purpose-built for invoicing: pre-built mappings, invoice-specific error handling, and a dashboard built for finance workflows.
Is my data secure?
Connections use OAuth — we never ask for your CRM or QuickBooks password. Data in transit is encrypted, access is scoped to what invoicing requires, and you can disconnect integrations at any time. Read more in our privacy policy.
Do you store my CRM or QuickBooks credentials?
We store OAuth tokens required to keep integrations connected, encrypted at rest. We do not store plain-text passwords, and tokens can be revoked from your CRM or QuickBooks admin at any time.
Can I connect multiple QuickBooks companies?
Each Slipstream workspace connects to one QuickBooks company file. Teams with multiple entities typically run separate workspaces or route deals by pipeline — request a demo and we can walk through your structure.
What pricing plans do you offer?
We offer three one-time implementation tiers — $250 Essentials, $500 Standard, and $1,000 Advanced — with varying levels of help optimizing your CRM, sales process, and integration setup. Every tier includes the same $50/month subscription for unlimited platform usage. See pricing for full details, or request a demo and we'll recommend the right fit.
Can I cancel anytime?
Yes. There are no long-term contracts on the monthly subscription. Your integrations stay active through the end of your billing period.
Is there a free trial?
We offer a guided trial during onboarding so you can run real test deals before you commit. Request a demo and your account rep will outline trial length and what's included for your stack.
What kind of support do you provide?
Email support for all customers, plus live onboarding for new accounts. Mapping questions, retry help, and integration troubleshooting are included. Start with our setup guide or book a walkthrough with our team.
Ready to connect Salesforce to QuickBooks?
Book a demo with your Salesforce objects open — we’ll walk through how they should map into QuickBooks.