Salesforce and QuickBooks, read together
Salesforce tracks every opportunity to closed-won. QuickBooks tracks the invoice and the payment. Finance exports one, sales exports the other, and the account names never quite line up.
Liaison reads both systems and answers the questions between them: what was won, what was invoiced, what was collected, and who owns each gap.
Where Salesforce and QuickBooks disagree
- An opportunity marked closed-won with no invoice behind it.
- Invoice amounts that differ from the opportunity amount after discounts or changes.
- Accounts named one way in Salesforce and another way in QuickBooks.
- Receivables the account owner never sees until finance asks.
Questions it answers across both
- “Which opportunities won this quarter have no invoice yet?”
- “What is past due, grouped by account owner?”
- “How does won revenue in Salesforce compare with invoiced and collected revenue in the books?”
- “Which renewals are coming up for accounts that are behind on paying?”
What Liaison does with Salesforce and QuickBooks
- Creates the invoice in QuickBooks for a won opportunity that has none, for you to confirm.
- Logs a task on the Salesforce account when its invoice goes past due, so the owner sees it.
- Reconciles won, invoiced and collected revenue every month.
- Matches accounts across the two systems and lists the ones that need cleanup.
What it reads and does in each
Liaison across Salesforce and QuickBooks, set up with you, for $629 a month.
- Connects to Salesforce and QuickBooks with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Salesforce says, what QuickBooks says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does this replace a Salesforce-to-QuickBooks connector?
No. Keep whatever moves records today. Liaison reads both and answers questions across them, and it can create or update records in either one when you approve.
Does it work with HubSpot?
Yes. The same reads run against HubSpot.
Does it work with NetSuite?
Yes. Liaison reads NetSuite alongside Salesforce the same way.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.