Closed Won in Salesforce. Posted in QuickBooks.
Webgility bridges Salesforce and QuickBooks so every order posts automatically with the correct revenue line, tax, discount, and product breakdown. No manual transfers, no reconciliation gaps.
Salesforce Records the Deal. QuickBooks Needs the Entry.
Salesforce tracks every opportunity, every contact, and every closed deal. But Salesforce is not an accounting system. When a deal closes, someone still needs to create the invoice in QuickBooks with the right product lines, tax calculation, and discount applied. That gap is manual work, and manual work creates errors.
Webgility reads the closed Salesforce order and writes the correct QuickBooks entry automatically. Opportunity amount maps to revenue. Product lines map to the right income accounts. Tax and discount are applied from the order record. The invoice posts and the revenue is recognized without anyone touching a keyboard.
Every Salesforce Order Reconciled to the Penny in QuickBooks
Complex deals often have multiple product lines, applied discounts, and variable tax rates depending on the buyer's jurisdiction. Webgility handles all of it: each product maps to the right income account, discounts are tracked as their own line, and tax is computed and posted to the correct liability account.
When a deal is modified or a credit memo is needed, Webgility posts the adjustment to QuickBooks automatically. Your revenue and your CRM stay in sync without a reconciliation pass at period end.
See Webgility in Action.
A real instance pre-loaded with sample orders, channels, and accounting entries. Nothing to install. No account needed.
Your CRM and Your Books, Finally in Sync
Webgility maps your Salesforce order structure to your QuickBooks chart of accounts so every closed deal becomes a correct accounting entry automatically, with no re-entry, no exports, and no reconciliation backlog.
No manual invoice creation
Closed Salesforce deals create the correct QuickBooks invoice automatically. Product lines, tax, and discounts are all applied from the order record. Your finance team does not re-key deal data.
Revenue recognized correctly
Multi-line deals post to the right income accounts by product type. Discounts are tracked as expense. Tax posts to the correct liability account. Revenue is recognized when the deal closes.
CRM and books stay in sync
Deal modifications and credit memos post to QuickBooks automatically. No end-of-period reconciliation pass between Salesforce and your accounting system. They agree because they are connected.
Find out what your operational gaps are actually costing you.
Our team of experts will help surface your operations and finance concerns. In 30 minutes, we will discuss your channels, accounting setup, leakages, inventory inconsistencies, and close process.