Title: QuickBooks salesforce connector
1QuickBooks 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.
2Features
- 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
3Installation At QuickBooks End
Create an App by logging into QuickBooks end
Select APIs
4Select the API
5Select the Key Development Keys Copy these keys.
6Select the SettingsEnter the App name Enter the
Terms of Services Links
7Installation 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.
8Go to App Menu Select eShopSync for
Quickbooks Select the settings menu
9Enter the Update Secret keys from the QuickBooks
Development Keys Section.
10Enter these Links in the Redirect Url Section of
the QuickBooks panel
11Click on Connect to QuickBooks for establish the
connection between QuickBooks and Salesforce
12Click On Setting Panel for Configuration and Setup
13(No Transcript)
14By 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.
15User can map the Custom Fields of QuickBooks to
the Salesforce Fields in the field mapping section
16In the Record Type Mapping section. User can set
the Record Type according to Criteria.
17You 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.
18Synchronization Process
Sync Customers Click on Sync option to start
exporting data from QuickBooks as shown below.
19(No Transcript)
20Sync Product Services Click on Sync option to
start exporting Products from QuickBooks as shown
below.
21(No Transcript)
22Sync Estimate Click on Sync option to start
exporting estimate from Quickbooks as shown below.
23Sync Payment Click on Sync option to start
exporting Payment data from QuickBooks as shown
below.
24Sync Invoice Click on Sync option to start
exporting Invoices from QuickBooks as shown below.
25Support 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 your text