WeDid: Salesforce and QuickBooks Integration
May 29, 2014 /
Posted in We Did
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 contact synchronisation. |
| Applications | QuickBooks 2009/10 salesforce.com CRM |
| Versions | QuickBooks 2009/10 Salesforce |
| Tool | Salesforce-QuickBooks ReadyMade |
| Information | Salesforce Accounts > Quickbooks Company QuickBooks Items > Salesforce Products Salesforce Opportunity > QuickBooks Order/Invoice QuickBooks Order/Invoice Number > Salesforce Opportunity (Invoice Number) |
| Data Formats | XML |
| Volumes | < 15/day |
| Process | When an Opportunity is in the “Closed Won” stage in Salesforce, an order or invoice is automatically created in QuickBooks. Items in QuickBooks are created and updated as Products in Salesforce. |
| Schedule | Hourly |
| Error Handling | All errors are handled inside Salesforce. The user can choose to configure the email alert to receive email error notifications. |
| Complexity | Simple |