Posts Tagged ‘quickbooks’

Storagecraft Connects CRM & Financials to Accelerate Cash Flow and Eliminate Manual Data Entry

StorageCraft Pty Ltd is the Asia Pacific headquarters for StorageCraft Inc. StorageCraft Technology Corporation is focused on providing innovative disk-based backup, disaster recovery, data protection, migration and security solutions for servers, desktops and laptops.   Challenge StorageCraft utilises Salesforce to manage their sales cycle and Quickbooks to manage their finances. With no link between the…

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WeDid: QuickBooks to Salesforce

Purpose Migrate data from Quickbooks to Salesforce Applications Quickbooks Salesforce Versions QuickBooks Premier 2009/2010 Salesforce Spring’10 Tool XML and CSV export Information Customer Invoice/Sales Order Inventory Item Data Formats XML and CSV Volumes < 4,000 records Error Handling Write failed data to external file for further cleansing, fix and reload. Complexity Simple  

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WeDid: Salesforce and QuickBooks Integration

Challenges The customer uses Salesforce to track sales opportunities and QuickBooks as their accounting system. When Opportunities are “Closed Won” in Salesforce an Order or invoice was created manually in QuickBooks. In addition the Customer and Product information is not in sync between the two systems.   Solution: Purpose Automate the invoice creation, product and…

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QuickBooks Integration: Retrieving Custom Field Values in qbxml

QuickBooks allows us to create custom fields. Sometimes we are required to retrieve the custom fields in the integration process.   So how do we want to get the custom field values out of an object using qbXML? We will need to set the OwnerID to 0 in the request.   For example, we perform…

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Integrating to QuickBooks Desktop

URL https://quickbooks.intuit.com/ Description On-Premise Accounting Software API Yes, https://developer.intuit.com/qbsdk-current/Common/newOSR/index.html Trial Version with API Access Yes. Protocol REST and SOAP Data Format XML API Limits N/A Sample Use Case Salesforce Opportunity > Creates > QuickBooks Transaction (Invoice, Sales Order, etc.)QuickBooks Item > Creates/Updates > Salesforce ProductSalesforce Account/Contact > Creates/Updates > QuickBooks Customer F2I 3.5 Objects/Operations

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Integrating to Quickbooks Online

URL https://quickbooks.intuit.com/ Description Online Accounting Software API Yes, https://developer.intuit.com/qbsdk-current/Common/newOSR/index.html Trial Version with API Access Yes. Protocol REST Data Format XML API Limits N/A Sample Use Case Salesforce Opportunity > Creates > QuickBooks Transaction (Invoice, Sales Receipt, etc.) QuickBooks Item > Creates/Updates > Salesforce Product Salesforce Account/Contact > Creates/Updates > QuickBooks Customer F2I 3.5 Objects/Operations

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StorageCraft realises rapid ROI through integration of Salesforce and Quickbooks

StorageCraft required a custom solution to integrate their unique sales and distribution model in Salesforce to their Quickbooks accounting package. They knew their requirements didn’t fit anything out-of-the-box but they didn’t want a complex project with a matching price tag either. The solution provided for the automatic sync of Products and Accounts plus Invoice creation…

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ReadyMade Salesforce to QuickBooks integration is out of the oven!

Our ReadyMade integration solutions now includes accounting software QuickBooks.  This adds to our existing list of accounting system integrations such as MYOB and Saasu. Check out the design of the process. Contact the WDCi team if you would like to know more details about  how QuickBooks integration with Salesforce works, a demo can be easily…

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