Quickbooks Online + Salesmate Integration

Integrate Quickbooks Online to Salesmate in one click, or tell Integrately AI how you want each customer handled. Enrich and qualify leads, update your CRM and accounting records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Quickbooks Online
    Employee is updated in Quickbooks Online
  • Quickbooks Online
    Credit memo is created in Quickbooks Online
  • Quickbooks Online
    Account is updated in Quickbooks Online
  • Quickbooks Online
    Account is created in Quickbooks Online
  • Quickbooks Online
    Incoming account is created in Quickbooks Online
  • Quickbooks Online
    Customer is created in Quickbooks Online
  • Quickbooks Online
    Customer is updated in Quickbooks Online
  • Quickbooks Online
    Invoice is created in Quickbooks Online
  • Quickbooks Online
    Payment is created in Quickbooks Online
  • Quickbooks Online
    Sales receipt is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created or updated in Quickbooks Online
  • Quickbooks Online
    Bill is created in Quickbooks Online
  • Quickbooks Online
    Employee is created in Quickbooks Online
  • Quickbooks Online
    Item is created in Quickbooks Online
  • Quickbooks Online
    Expense is created in Quickbooks Online
  • Quickbooks Online
    Time activity is created in Quickbooks Online
  • Quickbooks Online
    Tax code is created in Quickbooks Online
  • Quickbooks Online
    Vendor is created in Quickbooks Online
  • Quickbooks Online
    Asset account is created in Quickbooks Online
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
Arrow Right
2.
  • Quickbooks Online
    Search product/service by FullyQualifiedName in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id in Quickbooks Online
  • Quickbooks Online
    Delete invoice in Quickbooks Online
  • Quickbooks Online
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Create invoice in Quickbooks Online
  • Quickbooks Online
    Create customer in Quickbooks Online
  • Quickbooks Online
    Search customer by name in Quickbooks Online
  • Quickbooks Online
    Update customer in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id(deprecated) in Quickbooks Online
  • Quickbooks Online
    Create sales receipt in Quickbooks Online
  • Quickbooks Online
    Send sales receipt in Quickbooks Online
  • Quickbooks Online
    Create estimate in Quickbooks Online
  • Quickbooks Online
    Find estimate in Quickbooks Online
  • Quickbooks Online
    Search customer by email in Quickbooks Online
  • Quickbooks Online
    Get invoice pdf in Quickbooks Online
  • Quickbooks Online
    Get invoice by id in Quickbooks Online
  • Quickbooks Online
    Search payment method by name in Quickbooks Online
  • Quickbooks Online
    Create credit memo in Quickbooks Online
  • Quickbooks Online
    Search term by name in Quickbooks Online
  • Quickbooks Online
    Search class by name in Quickbooks Online
  • Quickbooks Online
    Search active tax code by name in Quickbooks Online
  • Quickbooks Online
    Create time activity in Quickbooks Online
  • Quickbooks Online
    Create payment in Quickbooks Online
  • Quickbooks Online
    Search product/service in Quickbooks Online
  • Quickbooks Online
    Create product/service in Quickbooks Online
  • Quickbooks Online
    Search multiple items in Quickbooks Online
  • Quickbooks Online
    Create purchase order in Quickbooks Online
  • Quickbooks Online
    Create bill in Quickbooks Online
  • Quickbooks Online
    Get customer by id in Quickbooks Online
  • Quickbooks Online
    Get tax rate by id in Quickbooks Online
  • Quickbooks Online
    Search vendor in Quickbooks Online
  • Quickbooks Online
    Create vendor in Quickbooks Online
  • Quickbooks Online
    Find account by name in Quickbooks Online
  • Quickbooks Online
    Create refund receipt in Quickbooks Online
  • Quickbooks Online
    Create expense in Quickbooks Online
  • Quickbooks Online
    Update product/service in Quickbooks Online
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Quickbooks Online + Salesmate Integration

Capture customer details, sync accounting records, update deals, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Quickbooks Online + Salesmate Integration

Create Salesmate contact from new Quickbooks Online customer

If you're an ecommerce business owner who uses Quickbooks Online to power your online store, you'll be happy to know that when a new contact is created in Salesmate, this automation will automatically create a customer in Quickbooks Online.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
See more
Salesmate + Quickbooks Online Integration

Create Quickbooks Online customer for new Salesmate contact

Creating a new Quickbooks Online customer for every new Salesmate contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Salesmate - Quickbooks Online integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Quickbooks Online and Salesmate systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
See more
Salesmate + Quickbooks Online Integration

Create Quickbooks Online invoice from new Salesmate deal

Do you use Salesmate to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in Quickbooks Online?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
See more
Salesmate + Quickbooks Online Integration

Create Quickbooks Online customer from new Salesmate company

If you have created a company in Salesmate, it's important to create a customer in Quickbooks Online. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
See more
Quickbooks Online + Salesmate Integration

Create Salesmate company from new Quickbooks Online invoice

If you're a small business owner who uses Quickbooks Online to manage your finances, you may be wondering if there's a way to automatically create a company profile in Salesmate whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Salesmate and Quickbooks Online!
See more
  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Quickbooks Online + Salesmate flow

Sync accounting and sales data with your favorite marketing, support, and productivity tools to keep your entire business aligned. Pick a combination and activate it in one click.

Quickbooks Online
Salesmate
+
ShopifyShopify (8)
+
MailchimpMailchimp (8)
+
StripeStripe (8)
+
CalendlyCalendly (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
S
Q
S
When an order is created in Shopify, create an invoice in Quickbooks Online and create a deal in Salesmate
Shopify orders instantly become Quickbooks Online invoices and Salesmate deals, eliminating manual data entry across platforms.
S
Q
S
When a customer is created in Shopify, create a customer in Quickbooks Online and create a contact in Salesmate
New Shopify customers appear in Quickbooks Online and Salesmate automatically, ensuring complete contact visibility.
S
Q
S
When an order is fulfilled in Shopify, update the invoice in Quickbooks Online and update the deal in Salesmate
Fulfilled Shopify orders automatically update your Quickbooks Online invoice status and progress your Salesmate deal.
Q
S
S
Create a draft order in Shopify for every unpaid Quickbooks Online invoice, and log it in Salesmate
Unpaid Quickbooks Online invoices generate Shopify draft orders and Salesmate records for streamlined follow-up.
S
Q
S
If a Shopify order exceeds $500, create a priority invoice in Quickbooks Online and create a high-value deal in Salesmate
High-value Shopify orders trigger priority billing in Quickbooks Online and high-priority deals in Salesmate.
S
Q
S
When a Shopify refund is processed, create a credit memo in Quickbooks Online and update the deal in Salesmate
Refunded Shopify orders automatically generate Quickbooks Online credit memos and update Salesmate deal statuses.
S
Q
S
Use ChatGPT to summarize every new Shopify customer feedback note, create a customer in Quickbooks Online, and add a contact in Salesmate
ChatGPT analyzes Shopify feedback notes while Quickbooks Online and Salesmate record the new customer profile.
S
Q
S
M
Turn every new Shopify order into a Quickbooks Online sales receipt, create a deal in Salesmate, and trigger an automated campaign in Mailchimp
Shopify orders generate Quickbooks Online sales receipts, Salesmate deals, and Mailchimp marketing campaigns in one pipeline.

Supported triggers and actions for Quickbooks Online and Salesmate

Mix and match to build the exact automation you need

Quickbooks Online
Quickbooks Online Triggers & Actions
Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
Try it →
Credit memo is created in Quickbooks Online
Triggers when a credit memo is created
Try it →
Account is updated in Quickbooks Online
Triggers the automation when an account is updated
Try it →
Account is created in Quickbooks Online
Triggers the automation when a new account is created
Try it →
Incoming account is created in Quickbooks Online
Triggers the automation when a new account is created
Try it →
Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
Try it →
Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
Try it →
Invoice is created in Quickbooks Online
Triggers the automation when any invoice is added or modified
Try it →
Payment is created in Quickbooks Online
Triggers the automation when a new payment is created
Try it →
Sales receipt is created in Quickbooks Online
Triggers the automation when a sales receipt is created
Try it →
Estimate is created in Quickbooks Online
Triggers the automation when a new estimate is created
Try it →
Estimate is created or updated in Quickbooks Online
Triggers the automation when any estimate is created or updated
Try it →
Bill is created in Quickbooks Online
Triggers the automation when a new bill is created
Try it →
Employee is created in Quickbooks Online
Triggers the automation when an engagement action is created or modified
Try it →
Item is created in Quickbooks Online
Triggers the automation when a new item is created
Try it →
Expense is created in Quickbooks Online
Triggers the automation when a new expense is added
Try it →
Time activity is created in Quickbooks Online
Triggers the automation when a time activity is created
Try it →
Tax code is created in Quickbooks Online
Triggers the automation when a tax code is created
Try it →
Vendor is created in Quickbooks Online
Triggers the automation when a new vendor is created
Try it →
Asset account is created in Quickbooks Online
Triggers the automation when a new asset account is created
Try it →
Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
Try it →
Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
Try it →
Delete invoice in Quickbooks Online
Removes an invoice from the system
Try it →
Update invoice in Quickbooks Online
Modifies an existing invoice with new information
Try it →
Search invoice by Invoice number in Quickbooks Online
Retrieves an invoice by searching with the invoice number
Try it →
Create journal entry in Quickbooks Online
Generates a new journal entry
Try it →
Create invoice in Quickbooks Online
Generates invoices for sales transactions
Try it →
Create customer in Quickbooks Online
Adds a new customer to the database
Try it →
Search customer by name in Quickbooks Online
Searches for a customer based on their name
Try it →
Update customer in Quickbooks Online
Updates a customer's information
Try it →
Get estimate pdf by id(deprecated) in Quickbooks Online
Retrieves a pdf estimate file by its id
Try it →
Create sales receipt in Quickbooks Online
Generates and send sales receipts to customers
Try it →
Send sales receipt in Quickbooks Online
Sends a sales receipt
Try it →
Create estimate in Quickbooks Online
Adds a new contact to the contact list
Try it →
Find estimate in Quickbooks Online
Retrieves estimated values based on particular criteria
Try it →
Search customer by email in Quickbooks Online
Searches for a customer by their email address
Try it →
Get invoice pdf in Quickbooks Online
Retrieves and download an invoice in pdf format
Try it →
Get invoice by id in Quickbooks Online
Retrieves a invoice using its id
Try it →
Search payment method by name in Quickbooks Online
Searches for a payment method by name
Try it →
Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
Try it →
Search term by name in Quickbooks Online
Searches for a term by name
Try it →
Search class by name in Quickbooks Online
Searches for a class by its name
Try it →
Search active tax code by name in Quickbooks Online
Searches for an active tax code by its name
Try it →
Create time activity in Quickbooks Online
Creates a new time activity
Try it →
Create payment in Quickbooks Online
Generates and process a payment transaction
Try it →
Search product/service in Quickbooks Online
Locates and retrieves particular item information
Try it →
Create product/service in Quickbooks Online
Generates and launch new product or service offerings
Try it →
Search multiple items in Quickbooks Online
Searches for multiple items
Try it →
Create purchase order in Quickbooks Online
Generates a purchase order for approved requests
Try it →
Create bill in Quickbooks Online
Generates a new bill for the customer
Try it →
Get customer by id in Quickbooks Online
Retrieves customer information based on their id
Try it →
Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
Try it →
Search vendor in Quickbooks Online
Searches for a vendor
Try it →
Create vendor in Quickbooks Online
Adds a new vendor
Try it →
Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
Try it →
Create refund receipt in Quickbooks Online
Creates a new refund receipt
Try it →
Create expense in Quickbooks Online
Generates a new expense record
Try it →
Update product/service in Quickbooks Online
Try it →
Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
Try it →
Deal is created in Salesmate
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
Try it →
Company is created in Salesmate
Triggers the automation when a new company is created
Try it →
Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
Try it →
Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
Try it →
Activity is created in Salesmate
Triggers the automation when a new activity is created
Try it →
Create contact in Salesmate
Adds a new contact to the database
Try it →
Search contact in Salesmate
Finds and retrieves contact information
Try it →
Update contact in Salesmate
Updates contact information with new details
Try it →
Get contact by id in Salesmate
Retrieves a contact's information based on their id
Try it →
Create deal in Salesmate
Generates a new deal with
Try it →
Update deal in Salesmate
Updates deal information based on new criteria or changes
Try it →
Search deal in Salesmate
Retrieves and find a deal
Try it →
Create activity in Salesmate
Generates a new activity or task
Try it →
Update activity in Salesmate
Updates the activity with the latest information
Try it →
Search activity in Salesmate
Retrieves search results based on particular criteria
Try it →
Create company in Salesmate
Generates a new company profile with given details
Try it →
Update company in Salesmate
Updates company information
Try it →
Search company in Salesmate
Finds information about a company
Try it →
Create note in Salesmate
Creates a new note in the particular format
Try it →

What can you automate with Quickbooks Online + Salesmate?

Streamline your accounting and sales workflows with automated data transfers, instant status updates, and cross-platform synchronization.

What you can automate?
🔄
Sync customers and invoices effortlessly
Automatically create Salesmate contacts and deals whenever new customers or invoices are generated in Quickbooks Online. Eliminate manual data entry and keep your sales pipeline aligned with your financial records.
📋
Capture every submitted field and detail
Map all available customer attributes, custom fields, and transaction notes between Quickbooks Online and Salesmate. Ensure your records contain comprehensive information for every account.
🔔
Notify your team as events happen
Send instant alerts to your sales and finance channels whenever a new invoice is paid, an estimate is created, or a deal stage changes. Keep every stakeholder informed in real time.
🔀
Route records based on submitted data
Trigger different actions depending on deal values, customer tiers, or invoice amounts. Send high-value accounts to priority queues and standard accounts to regular workflows automatically.
✏️
Keep destinations updated as things change
Ensure modifications to customer profiles, invoice statuses, or deal stages in one platform reflect instantly in the other. Eliminate mismatched records across your business tools.
🛡️
Prevent duplicate records and entries
Search existing databases before creating new entries, updating existing records instead of spawning duplicates. Maintain a clean, dependable database across Quickbooks Online and Salesmate.
💳
Handle later status changes and payments
Automatically update deal stages in Salesmate when payments are received, refunds are issued, or invoices are marked paid in Quickbooks Online. Keep your financial workflows fully synchronized.
🔌
Extend your workflow to Slack and spreadsheets
Connect Quickbooks Online and Salesmate flows with Slack, Google Sheets, or other popular apps to log transactions and notify teams in a single unified automation sequence.
And much more...

Who is Quickbooks Online + Salesmate integration for?

Financial controllers, sales managers, and operations leads use Quickbooks Online and Salesmate integration to eliminate manual data entry and keep records perfectly synchronized.

Financial Controllers
Financial Controllers
Sales Managers
Sales Managers
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Account Executives
Account Executives
Accounting Specialists
Accounting Specialists
📈
Financial Controllers
You review financial ledger reports each morning but your accounting records only update when someone manually reconciles sales entries, so the revenue numbers you are making decisions against are always a few hours behind — with this integration, every new transaction lands in your books instantly and your financial reporting stays current.
Sales Managers
You oversee pipeline activity across your CRM but your team misses critical billing updates when invoices are delayed, so your deal stages and revenue forecasts never quite match actual accounts — with this integration, every billing event updates your CRM records instantly and your sales pipeline stays current.
🤝
Client Success Leads
You answer client inquiries about account standing and payment history while jumping between disconnected systems, so you spend valuable meeting time looking up invoice records instead of advising clients — with this integration, every customer detail and transaction history is unified instantly and your client discussions stay productive.
📊
Operations Directors
You manage high volumes of customer onboarding tasks and billing requests while your team copies data by hand between apps, so human error creeps into your records and creates costly billing discrepancies — with this integration, every account record transfers across your tools instantly and your operational accuracy stays reliable.
💼
Account Executives
You depend on finance teams to hand over billing status before you follow up on pending proposals, so you waste time chasing internal updates instead of closing deals — with this integration, every invoice status update syncs to your CRM instantly and your sales follow-ups stay timely.
🗂️
Accounting Specialists
You need a reliable transaction history for tax preparation and auditing while finding recurring gaps in customer contact details, so you spend hours hunting down missing data across communication channels — with this integration, every contact and payment record syncs automatically and your audit trail stays complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Quickbooks Online + Salesmate

Build and manage your Quickbooks Online + Salesmate automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Quickbooks Online + Salesmate with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Quickbooks Online to Salesmate?
Frequently Asked Questions
You can connect Quickbooks Online to Salesmate in one click using pre-built workflows or ask Integrately AI to build the automation and map the fields. It takes minutes to set up with no coding required.
Can I automatically create Salesmate deals from Quickbooks Online invoices?
Frequently Asked Questions
Can I connect Quickbooks Online, Salesmate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Quickbooks Online and Salesmate?
Frequently Asked Questions
How does Quickbooks Online handle customer data syncing here?
Frequently Asked Questions
Can Salesmate deal updates trigger Quickbooks Online invoices?
Frequently Asked Questions
Do I need coding skills to automate Quickbooks Online and Salesmate?
Frequently Asked Questions
Is the Quickbooks Online and Salesmate integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Quickbooks Online or Salesmate With 1500+ Other Apps

Quickbooks Online
Popular Quickbooks Online Integrations
Connect Quickbooks Online to accounting, payment, and expense management tools to streamline your financial operations.
Salesmate
Popular Salesmate Integrations
Sync Salesmate with email, lead generation, and customer support platforms to accelerate your sales cycles.
See All
Salesmate Integrations arrow right
No popular apps found