QuickBooks + Salesforce
Small business AR automation with full CRM intelligence.
Trusted by finance teams at
How It Works
Three steps to get started
Connect Both Systems
Sign in to QuickBooks Online via OAuth 2.0 and install the Tesorio managed package in Salesforce. Customer matching between systems is automatic.
Synchronized AR Data
QBO invoices, payments, and customer records sync to Tesorio. Salesforce provides deal context, account ownership, and communication history.
Automated Follow-Ups
AI agents handle collection follow-ups using combined QBO + Salesforce context. Growing companies get enterprise-level AR automation.
Capabilities
What syncs between Tesorio and QuickBooks + Salesforce
Invoice-to-Deal Tracking
Connect QuickBooks invoices to Salesforce opportunities. See which deals are paid and which are stuck in collections.
CRM-Informed Reminders
AI agents use Salesforce account data to send contextual payment reminders — right tone, right timing, right channel.
Aging Report Automation
Replace manual QBO aging reports with real-time dashboards enriched with Salesforce relationship data.
Growth-Ready Architecture
Start with QBO + Salesforce today. When you upgrade to NetSuite or Sage Intacct, Tesorio migrates seamlessly — no re-implementation.
“Tesorio has transformed our collections process. We reduced DSO by 30% and our team is 3x more productive. The AI agents handle the repetitive follow-ups so our collectors can focus on strategic accounts.”
Finance Leader
VP of Finance, Pluralsight
Works With
Tesorio products powered by QuickBooks + Salesforce
Setup
Up and running in weeks, not months
Pre-built connectors and guided setup mean your QuickBooks + Salesforce integration is production-ready faster than you'd expect. No consultants, no custom code, no long implementation projects.
FAQ
QuickBooks + Salesforce Integration
Common questions about connecting QuickBooks + Salesforce with Tesorio.
Ready to connect QuickBooks + Salesforce?
See how Tesorio integrates with QuickBooks + Salesforce to automate your AR operations.
Trusted by the best finance teams in tech
