QuickBooks Integration
Salesforce Loans → QuickBooks Journal Entries
Stop manually entering loan data into QuickBooks. This integration automatically syncs Salesforce loan originations, payments, and fee accruals as properly categorized journal entries in QuickBooks Online.
How It Works
Three steps to eliminate manual bookkeeping between Salesforce and QuickBooks.
Connect QuickBooks
Authorize the integration via Intuit's secure OAuth flow. Takes 30 seconds.
Map Your Accounts
Tell us which Salesforce fields map to which QuickBooks accounts, classes, and departments.
Sync Automatically
Loan originations, payments, and fees flow into QuickBooks as journal entries — on schedule or on demand.
Everything You Need
Built specifically for Mobilization Funding's loan servicing workflow.
Automatic Journal Entries
Loan originations, payments, and fee accruals automatically create journal entries in QuickBooks Online — no manual data entry required.
Loan Payment Sync
Every payment recorded in Salesforce flows into QuickBooks as a deposit against the correct receivable, keeping your books balanced in real time.
Account Reconciliation
Side-by-side reconciliation view shows discrepancies between Salesforce and QuickBooks so you can catch and resolve issues before they compound.
Real-Time Dashboard
Monitor sync status, view recent transactions, and catch errors from a single dashboard — no switching between Salesforce and QuickBooks tabs.
Secure OAuth Connection
Connect via Intuit's official OAuth 2.0 flow. Your QuickBooks credentials are never shared with us — tokens are stored securely and refresh automatically.
Configurable Mapping
Map Salesforce loan fields to the exact QuickBooks accounts and classes your bookkeeper expects. Customize sync frequency, error handling, and more.
Ready to Automate Your Bookkeeping?
Connect QuickBooks Online and start syncing loan data in under a minute.
Connect to QuickBooksIndustry-standard secure authorization. Your credentials never touch our servers.
All data encrypted in transit. Tokens stored in secure httpOnly cookies.
Disconnect at any time. Your QuickBooks data is never stored on our servers.