How to Integrate QuickBooks and Salesforce, As we know that, Salesforce is used to develop CRM application and QuickBooks is a line of business accounting software which is a Desktop application ,So here I am going Integrate to each other bidirectional. Here , Step by step Configuration is given below .
These are the steps to integrate QuickBooks and Salesforce for Syncing data -
1 -On Quick book Side:-
1 -On Quick book Side:-
· Install Quick book web connector ,in case if your web connector does not install with your QuickBooks installation .Click here to Download.
2 -On www.mydbsync.com side:-
· Goto Library Tab à Library Tab àSalesforce & QuickBooks BiDirectional àView More à Add Now àGive username and password along with security token (Salesforce Information)àQuickbooks file name, qbversion (Quickbooks Information) àConfigure control flow as you want.
3 -On salesforce side :-
Please make sure the below points during creation of any account/opportunity in salesforce. Like-
Please make sure the below points during creation of any account/opportunity in salesforce. Like-
· Create ACCOUNT à CONTACT à OPPORTUNITY à add PRODUCT to that opportunity à then run the SYNC.
· In PRODUCT you have a field called “QUICK BOOKS ITEM TYPE”, please select “ITEM SERVICE” in that field whatever product you want to add in opportunity.
· i.e On salesforce side we need to install QuickBooks integration application from appexchange.
4- Run DbSync to Sync data bidirectional for QuickBooks and Salesforce.
I am been using DBSync from quite long and it really works well.They are experts in Salesforce and QuickBooks Integration.
ReplyDeleteYes Anonymous, They are Experts!!
ReplyDelete