How can I filter for specific types of expenses?

DryMerge allows you to filter expenses by their type. Specify the types of expenses you're interested in, such as travel or supplies, and DryMerge will filter accordingly.

Can I also use this with Xero instead of Quickbooks?

Yes, you can use this with Xero instead of Quickbooks. Simply describe the changes needed, and DryMerge will configure the automation accordingly.

Which roles find this automation useful and why?

This automation is useful for financial analysts and accountants who need to keep detailed records of all expenses for accurate reporting and budget tracking.

QuickBooks + Salesforce

Log Quickbooks expenses as Salesforce activities

Easily track expenses across both Quickbooks and Salesforce by logging each new expense recorded in Quickbooks as an activity in Salesforce. This helps keep all your financial information in one place, allowing for better tracking and reporting.

New Expense Recorded

Triggers when a new expense is recorded in Quickbooks.

Log Expense Activity

Logs the Quickbooks expense as an activity in Salesforce.

See more QuickBooks to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Log QuickBooks Refunds as Salesforce Cases

QuickBooks + Salesforce

Log QuickBooks Inventory Updates as Salesforce Custom Objects

QuickBooks + Salesforce

Add Quickbooks payments to Salesforce records

QuickBooks + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log quickbooks expenses as Salesforce activities"

Log quickbooks expenses as Salesforce activities

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with QuickBooks + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

App details

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.