Integrating Quickbooks with Salesforce will allow you to share your financial data with your sales team. Not only will you be able to view customer information, but by connecting with QuickBooks, you can also track expenses, create customer reports, and gain insights so you can better forecast.
Connecting with QuickBooks
reduces duplicate data entry,
increases productivity,
and drives more insights
better forecasting
In this example - We want to Create Invoice when Salesforce Opportunity is CLOSED AND WON.
Once you get your Salesforce - Opptunity is in closed and WON status we want create an invoice in Quickbooks.
We want to create an invoice with all the Items from product lines in Salesforce
Steps :
If the Opportunity is closed we want Read the contact Details From Salesforce.
If the customer doesn’t yet exist in Quickbooks we want to create it.
Once you create the customer we want to read all the product-lines from Salesforce so that we can create Invoice items within Quickbooks
Once all the line items are created, we can create an invoice.
Once the invoice is created we want to just add send a slack notification to sales team that an invoice has been created.
Here is Step by Step of How we achieved this
We will check every time an Opportunity is Updated
We then Check if the Opportunity has a primary contact assigned already.
Check if the Contact already exists in QuickBooks if not Create one
Once we find the customer or Created a customer we want to go through all the products within the Opportunity and Map it to QuickBook Proucts
Once we find all the products in Opportunity and map it to QuickBooks we can create an invoice in QuickBooks
