Reading list Switch to dark mode

    QuickBooks Salesforce Connector

    Updated 11 July 2019

    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.

    Note: Application required to install in Salesforce Org  from AppExchnage:  eShopSync for QuickBooks
    Note: If you don’t have Quickbooks Application, you can get it from here, Go to My App and Create an app: Create a QuickBooks Application


    • 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

    Installation at QuickBooks end

    • Create an App by logging into QuickBooks end Select APIs

    APi settings

    • Select the  APIAccounting settings
    • Select the KeyDevelopment Keys |Copy these keys.Developer id settings
    • Select the Settings|Enter the App name| Enter the Terms of Services LinksServices links settings

    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.Apex Settings
    • Go to App Menu | Select  eShopSync for Quickbooks|  Select the settings menu Configuration settings
    • Enter the Update Secret keys from the QuickBooks Development Keys Section.Development keys
    • Enter these Links in the Redirect Url Section of  the QuickBooks panelRedirect url settings
    • Click on Connect to QuickBooks for establish the connection between QuickBooks and Salesforce Sandbox Company
    • Click On Setting Panel for Configuration and SetupConfiguration SettingsObject settings
    • 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.Field mapping

    •  User can map the  Custom Fields of QuickBooks to the Salesforce Fields in the field mapping sectionContact mapping.
    • In the Record Type Mapping section. User can set the Record Type according to Criteria.Record type settings
    • 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.Matching Criteria settings

    Synchronization Process

    • Sync Customers:  Click on Sync option to start exporting data from QuickBooks as shown below.Sync customers settingsFilter criteria settings
    • Sync Product & Services: Click on Sync option to start exporting Products from QuickBooks as shown below.Product and services settingsProduct and services settings
    • Sync Estimate: Click on Sync option to start exporting estimate from Quickbooks as shown below.Estimate settings
    • Sync Payment: Click on Sync option to start exporting  Payment data from QuickBooks as shown below.Payment settings
    • Sync Invoice: Click on Sync option to start exporting Invoices from QuickBooks as shown below.Invoice Sync Settings


    Start your headless eCommerce
    Read More

    Current Product Version - 1.1

    . . .
    Discuss on Helpdesk

    Leave a Comment

    Your email address will not be published. Required fields are marked*

    Be the first to comment.

    Back to Top

    Message Sent!

    If you have more details or questions, you can reply to the received confirmation email.

    Back to Home

    Table of Content