WeDid: Salesforce and QuickBooks

Challenges

The customer has a large volume of invoices to be generated each day. This was being handled manually and required an automated solution to free up staff and ensure invoices were generated quickly. The customer’s business process, which involved end-user customers and distributors required a custom integration flow, so they required a flexible solution that could be modified to meet their needs.

 

Solution:

sf2quickbooks

Purpose Automate invoice creation from Salesforce Opportunities.
Automate Product – Item synchronisation between Salesforce and Quickbooks.
Applications Salesforce CRM
Quickbooks
Versions Quickbooks AU version Enterprise 2010/11
Tool Boomi Atmosphere
Quickbooks Connector
Salesforce Connector
Information Salesforce Partner/Distributor > Quickbooks Company
Quickbooks Items > Salesforce Products
Salesforce Opportunity > Quickbooks InvoiceThis project included additional validation rules implemented in Salesforce to ensure data integrity.
Data Formats XML
Volumes ~ 300 daily
Process When an Opportunity is in the “Closed Won” stage in Salesforce, an order or invoice is automatically created in QuickBooks against the Opportunity Distributor. Items in QuickBooks are created and updated as Products in Salesforce.
Schedule Several times/day
Complexity Simple