Salesforce Blogs in Integration Solutions

Salesforce Slack Integration and Configuration: Our Tried and Trusted Approaches

Blog in Salesforce integration

Both Salesforce and Slack are powerful business technologies on their own. Salesforce is the global No. 1 CRM, integration, and analytics platform. Slack is the…

Analytics Platform, Apex Class, Apex Variables, API, Automation Configuration

Angie May 31, 2022

2,646 Views

Salesforce ServiceNow Integration Guide

Blog in Salesforce integration

Table of contents: About Salesforce About ServiceNow Why integrate them? Common Salesforce ServiceNow integration use cases How to choose the best integration tool? How to…

Analytics, API, Application, Automation, Business Goals

Diana Ilieva Apr 6, 2022

1,574 Views

Overcoming 5 Biggest Salesforce Integration Challenges

Blog in Salesforce integration

Salesforce is a powerful tool that lets companies create a 360-degree view of their customers and business. Integration with other databases can further enhance the…

360-degree View, AppExchange, Applications, Apps, Apps on AppExchange

Alok Jan 19, 2022

3,790 Views

Know The Importance of CRM and ERP Integration | Salesforce

Blog in Salesforce integration

At a high level, integrating ERP and CRM empowers your employees to provide fast, informed and more personalized customer service. The reason for ERP and CRM…

Account Receivable, Allow Forecasting, Conversation Data, CRM and ERP Integration, CRM Solutions

Greytrix Jan 18, 2022

1,216 Views

Top Salesforce Winter '22 Release Features

Blog in Salesforce Releases

Salesforce has three big releases coming out each year to make it more user-friendly. Each new release is loaded with features. These features help the…

@nonprofit, Analytics, Analytics Capabilities, Apps- Lightning Experience, B2C CC

Apphienz Dec 30, 2021

2,264 Views

Jira - Salesforce Integration: Why You Should Use a No-code Integration Platform?

Blog in Salesforce integration

Workflow automation, enhanced performance, and high availability are three of the most vital components of every successful modern-day enterprise. The ability to track valuable performance…

Businesses, Client Relationships, Connect Tools, CRM Users, CRMs

Diana Ilieva Nov 23, 2021

2,488 Views

Salesforce Lead Management: Tips And Best Practices

Blog in Salesforce, Salesforce Tutorial

Customer relationship is a very important business segment. We will tell you about such a quality tool as Salesforce. Make Your Feedback Perfect - Salesforce…

.NET Apecialist, Advanced Services, Aggregate Data, AI, Apex

Frank Hamilton Apr 23, 2021

2,290 Views

How to Integrate QuickBooks and Salesforce?

Blog in Salesforce integration

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…

Accounting, Accounting Software Platform, Apex, Apex Setting, App

Deepika Feb 17, 2021

2,638 Views

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

If you don’t have QuickBooks Application, you can get it from here, Go to My App and: Create a QuickBooks Application

How to Configure

QuickBooks Salesforce Connector | Setup & Configuration - https://www.forcetalks.com/videos/quickbooks-salesforce-connector-setup-configuration/

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 | c | Enable the Deploy Metadata from Non-Certified Package Versions via Apex

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

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

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

Don't forget to check out: 5 Best Accounting Tools for Salesforce Businesses

Go to Setup | Sites | Create a Site

Extend the Site 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.

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

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

Click On Setting Panel for Configuration and Setup

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

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

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

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 are 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.

Check out another amazing blog by Deepika here: MailChimp Salesforce Integration - All You Need to Know

Synchronization Process

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

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

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

Features(Paid)

Bidirectional Synchronization (Contact us for price)

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

For any further query, Click To Create Ticket
To know the feasibility of specific requirement: Request For Customization
To view all our applications in Appexchange, go to Webkul Appexchange Apps