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How to integrate Quickbooks and Salesforce?

How to integrate Quickbooks and Salesforce?

Introduction

Quickbooks, a leading accounting software platform developed and marketed by Intuit, a financial software development company helping businesses develop and sell financial, accounting, and tax preparation software and related services.

Quickbooks and Salesforce Integration depicts how your business is operating and where it could be optimized. Salesforce, being the #1 cloud enterprise platform empowering businesses to run their enterprise in the cloud works hand in hand with quickbooks to share information among sales and accounting, including client data, sales order, costs, and invoicing.

This is not all, some of the diminishing features of our Quickbooks Salesforce Connector are:

  • Synchronize QuickBooks data with Salesforce for CRM benefits
  • Sync categories between QuickBooks and Salesforce
  • Synchronize and Unified customers as accounts and names with Salesforce
  • Sync orders and products to manage unlimited products and inventory
  • It provides a unified platform for managing QuickBooks and CRM data
  • Salesforce Centric configuration concept for a seamless environment
  • User concept to track orders placed and their details
  • Interactive design with a user interface at the end of Salesforce, ensuring efficient data usage

 

How to integrate Salesforce with Quickbooks?

In order to integrate Salesforce and QuickBooks together, you can easily opt out for our Quickbooks  Connector and follow up the steps in the user guide as demonstrated below to avail the benefits of Salesforce with Quickbooks.

Note: Application required to install in Salesforce Org  from AppExchnage:  eShopSync for QuickBooks

How to Configure

Installation at QuickBooks end

  • Create an App by logging into QuickBooks end and Select My Apps

  • Select the QuickBooks Online and Payment

  • Select the Scope as Accounting

  • Select the Development| Keys & OAuth

  • Select the Development| Webhooks

Installation & Setup at Salesforce end

  • Once you install eShopSync For Quickbooks from AppExchange. Go through the screenshots mentioned below.
  • Go to Setup | Apex Setting | Enable the Deploy Metadata from Non-Certified Package Versions via Apex

Apex settings 

  • Go to App Menu | Select  eShopSync for QuickBooks|  Select the settings menu

Configuration settings

  • Enter the Update Client ID & Client Secret from the QuickBooks Development Keys Section.

Configuration page settings

  • Enter these Links in the Redirect Url Section of  the QuickBooks panel

Redirect Url keys

  • Go to Setup|Sites| Create a Site

Site url

  • Extend the Site UrlExtend Url
  • Append the site Url with https://qbookssite-developer-edition.ap8.force.com/services/apexrest/wk_quickbooks/quickbooksRealTime

Note : Url part after the Site domain is Case sensitive

  • Paste the Site Url in the Webhook Section of QuickBooks Part.

Quickbook weebhooks

  • This feature was Implemented to exporting & Importing the data on the basis of Real time
  • Copy the Token and Paste into the Salesforce Org

 

Enter the token

  • Click on Connect to QuickBooks to establish the connection between QuickBooks and Salesforce

Connect to quickbooks settings

 

  • Click On Setting Panel for Configuration and Setup

Configuration and setup settings.

Object Settings

  • By going through the Field Mapping you can map the standard fields of QuickBooks to the Salesforce end with the compatible data type.

 Note: You can reset the Field Mapping once you deleted the mapped Fields.

  • Based on the Requirement, User can set the Field Mapping of Standard Fields

Field Mapping settings

  • In Field Mapping Section you can map the  Custom Fields of QuickBooks to the Salesforce Fields

Custom Field mapping

  • In Record Type Mapping you can set the Record Type according to your Criteria.

Record Type Settings

  • You can set Matching Criteria to prevent duplicate records to be created in Salesforce. you can match the records from both the platforms based on different fields and the records will only sync if the values in these fields match. For example- If the matching criteria is set with the Email field, if the email field matches for the records on both the platforms, it will sync those records. If the email is not already existing, it will create a new record in Salesforce.

Matching criteria in salesforce

Synchronization Process

  • Sync Customers:  Click on Import Option to start Importing data from QuickBooks as shown below.

 

Filter Criteria settings

  • Sync Product & Services: Click on Import option to start Importing data from QuickBooks as shown below.

  • Sync Estimate: Click on Import option to start Importing data from QuickBooks as shown below.

  • Sync Payment: Click on the Import option to start Importing  Payment data from QuickBooks as shown below.

 

  • Sync Invoice: Click on Import option to start Importing data from QuickBooks as shown below.

Conclusion

Salesforce integration with Quickbooks provides an automated process of creating and sending invoices in QuickBooks from opportunities and makes it easier to share financial data, check accounts, view customer sales and touchpoints, and discover sales opportunities.

If you are looking for a comprehensive Salesforce Quickbooks Integration solutions, eShopSync, is the right place for you offering a wide range of Salesforce integration, customization, migration, and implementation services.

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