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Workflow · Sales and growth · Opening soon

Salesforce closed-won vs QuickBooks invoices

Compare closed-won deals from Salesforce with invoices exported from QuickBooks. See which deals agree, which were never invoiced, and which have duplicate invoices.

Early access opens shortly. Check back soon.

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Someone typed

“match the salesforce closed-won deals to our quickbooks invoices by customer and amount, show each deal with invoice details, and status Agrees, Never invoiced, or Duplicate invoice.”

The agent read it as

match the Salesforce closed-won opportunities to our QuickBooks invoices by customer and amount, show each deal with invoice details, and status Agrees, Never invoiced, or Duplicate invoice.

What the agent built

4 steps, each one an ordinary Mammoth step you can open and change.

  1. File
    Salesforce closed-won opportunities
    CSV export · 14 rows
  2. File
    QuickBooks invoices
    CSV export · 16 rows
  3. Step
    Normalize customer names
    Step 2
  4. Step
    Normalize customer names
    Step 1
  5. Join
    Join invoices
    14 of 14 paired
  6. Step
    Flag match status
    Step 4
  7. Result
    Deal invoice matches
    15 rows · 2 flagged
  8. Schedule
    Runs when you say
    Proposed

Checked on the sample files: every step ran, 15 rows came out, and the join paired 14 of 14 rows.

What you get back

The result of that run, the rows to look at first.

Deal invoice matchesSample data15 rows
13 agrees2 duplicate invoice
Opportunity IDOpportunity NameAccount NameClose DateDeal amountInvoice No.Invoice customerTxn DateDue DateInvoice amountStatus
0068J00000Qw101Q4 support retainerBlue Peak Coffee2026-10-227,200INV-1043Blue Peak Coffee2026-10-222026-11-057,200Duplicate invoice
0068J00000Qw101Q4 support retainerBlue Peak Coffee2026-10-227,200INV-1056Blue Peak Coffee2026-10-232026-11-067,200Duplicate invoice
0068J00000Qw100Northwind ERP rolloutAster Bloom Labs2026-10-2718,450INV-1042Aster Bloom Labs2026-10-272026-11-1018,450Agrees
0068J00000Qw106Migration servicesGrove Lantern Media2026-10-0822,100INV-1048Grove Lantern Media2026-10-082026-10-2222,100Agrees
0068J00000Qw107Quarterly optimizationHarborline Logistics2026-10-035,100INV-1049Harborline Logistics2026-10-032026-10-175,100Agrees
0068J00000Qw108Security auditIndigo Nest Homes2026-09-3011,750INV-1050Indigo Nest Homes2026-09-302026-10-1411,750Agrees
0068J00000Qw103Annual training packageDelta Forge Manufacturing2026-10-179,400INV-1045Delta Forge Manufacturing2026-10-172026-10-319,400Agrees
0068J00000Qw109CRM cleanup sprintJuniper Vale Clinic2026-09-268,450INV-1051Juniper Vale Clinic2026-09-262026-10-108,450Agrees
0068J00000Qw112Integration buildoutMarigold Press2026-09-1614,900INV-1054Marigold Press2026-09-162026-09-3014,900Agrees
0068J00000Qw110Paid search launchKite & Key Rentals2026-09-2413,200INV-1052Kite & Key Rentals2026-09-242026-10-0813,200Agrees
0068J00000Qw105Analytics onboardingFjord Health Group2026-10-106,800INV-1047Fjord Health Group2026-10-102026-10-246,800Agrees
0068J00000Qw102Website redesign phase 2Cedar & Clay Studio2026-10-2012,650INV-1044Cedar & Clay Studio2026-10-202026-11-0312,650Agrees
15 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you reconcile Salesforce closed-won deals with QuickBooks invoices?

Export closed-won opportunities from Salesforce and invoices from QuickBooks, then upload both files to Mammoth. It matches deals by customer and amount, shows invoice details beside each deal, and flags each row as Agrees, Never invoiced, or Duplicate invoice. Use the rules to normalize customer names first, then join the invoice file and set the match status.

How it works

How to use the Deal invoice matches workflow

  1. 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
  2. 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
  3. 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Deal invoice matches: questions

What export should I use from Salesforce and QuickBooks?
Use a Salesforce export of closed-won opportunities and a QuickBooks export of invoices. The workflow reads the rows from those files and compares them by the fields you choose.
What happens when a deal does not match an invoice?
The row stays in the output with its status set to Never invoiced. If more than one invoice matches the same deal, the row is marked Duplicate invoice.
How do I change the matching rules?
Edit the step names in plain words, such as normalizing customer names, joining invoices, or flagging match status. You can change which columns are used for customer and amount matching by updating the rules in the workflow.

Get early access to this workflow

It will open already built and checked on the sample files. Swap in your own exports and see your result.

Early access opens shortly. Check back soon.

Book a demo

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