QuickBooks salesforce connector - PowerPoint PPT Presentation

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QuickBooks salesforce connector

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QuickBooks salesforce connector is working as a bridge based between QuickBooks and Salesforce. With the help of this application, User can integrate the online Accounting part of QuickBooks to the salesforce end. It can help you do your accounting in QuickBooks while you can access the QuickBooks financial data through Salesforce.User can synchronize the Customers, Invoices, Payments, Estimates & Products from QuickBooks in Salesforce. Click here to get this extension: – PowerPoint PPT presentation

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Title: QuickBooks salesforce connector


1
QuickBooks Salesforce Connector
QuickBooks and Salesforce Integration is taking
the cloud-based platforms to the new heights. Now
dealing with the QuickBooks unlimited data is
much easier than ever before. QuickBooks
Salesforce connector is working as a bridge based
between QuickBooks and Salesforce. With the help
of this application, User can integrate the
online Accounting part of QuickBooks to the
salesforce end. And User can synchronize the
Customers, Invoices, Payments, Estimates
Products from QuickBooks in Salesforce.
2
Features
  • Customers synchronization as Accounts and
    Contacts at Salesforce end.
  • Synchronization of Product and services from
    QuickBooks to Salesforce end.
  • Provides integration with QuickBooks, And it
    helps to track expenses, create customer reports.
  • Synchronize Invoices, Payments, Estimates from
    QuickBooks to Salesforce end.
  • You can connect upto the Multiple QuickBooks
    Application to your Salesforce Org

3
Installation At QuickBooks End
Create an App by logging into QuickBooks end
Select APIs
4
Select the API
5
Select the Key Development Keys Copy these keys.
6
Select the SettingsEnter the App name Enter the
Terms of Services Links
7
Installation At Salesforce End
Once you install QuickBooks Salesforce Connector
from AppExchange. Go through the screenshots
mentioned below. Go to Setup Apex Setting
Enable the Deploy Metadata from Non-Certified
Package Versions via Apex.
8
Go to App Menu Select eShopSync for
Quickbooks Select the settings menu
9
Enter the Update Secret keys from the QuickBooks
Development Keys Section.
10
Enter these Links in the Redirect Url Section of
the QuickBooks panel
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Click on Connect to QuickBooks for establish the
connection between QuickBooks and Salesforce
12
Click On Setting Panel for Configuration and Setup
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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.
15
User can map the Custom Fields of QuickBooks to
the Salesforce Fields in the field mapping section
16
In the Record Type Mapping section. User can set
the Record Type according to Criteria.
17
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.
18
Synchronization Process
Sync Customers Click on Sync option to start
exporting data from QuickBooks as shown below.
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Sync Product Services Click on Sync option to
start exporting Products from QuickBooks as shown
below.
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22
Sync Estimate Click on Sync option to start
exporting estimate from Quickbooks as shown below.
23
Sync Payment Click on Sync option to start
exporting Payment data from QuickBooks as shown
below.
24
Sync Invoice Click on Sync option to start
exporting Invoices from QuickBooks as shown below.
25
Support For any further query, Click To Create
Ticket https//eshopsync.com/contact-us/ To
view all our applications in Appexchange, go to
Webkul Appexchange Apps https//appexchange.sales
force.com/results?keywordswebkul
26

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