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Integrating Quickbooks and Salesforce

Matthew Gallatin's Profile

Has anyone used any 3rd party applications to integrate Quickbooks data with Salesforce?  Our company is a heavy user of Salesforce to track pipeline, opportunities and wins.  We use Quickbooks for our accounting software.  I would like to be able to pull into Salesforce the actual Quickbooks revenue data so that as we work through a quarter we can look at quarterly revenue estimates in the Salesforce dashboards as a mix of Quickbooks actuals plus weighted pipeline in Salesforce (for example, for estimating Q1 revenue at March 1, I would like to be able to see in our Salesforce KPI dash board Jan/Feb actuals and March weighted pipeline).  Manually inputting the Quickbooks data is an option, but one that doesn't scale.  

Answers

Topic Expert
Bob Stenz
Title: Controller
Company: Silicon Valley start-up
(Controller, Silicon Valley start-up) |

While we never integrated QB with SFDC, we did create a custom field in QB to store the SFDC Opportunity ID for each sale. This modification made it much easier for combined QB/SFDC lookups.

Clayce Rdoamer
Title: Manager
Company: SGI
(Manager, SGI) |

Bob, quick q on you comment above. I've created a custom field on QB Customer object to store the SFDC Id, but I can't seem to get it to appear in the 3rd party tool I'm using to integrate SFDC to QB... using Boomi.... was wondering if you had to do anything special to get the custom field to appear outside of QB? thanks... Clayce

Allen Caviles
Title: CIO
Company: BluePay
(CIO, BluePay) |

We have plug-ins with Quickbooks and Salesforce will be completed this quarter. We also have third party partners that have done this integration as well depending on the level of integration requirement.

Topic Expert
Bob Scarborough
Title: CEO
Company: Tensoft, Inc.
(CEO, Tensoft, Inc.) |

There was a standard integration available for a while - based on Pervasive technology. At one point Quickbooks online was licensing this - not sure where it stands at this time.

You can review standard cloud EAI tools (enterprise application integration) to see what is possible. Pervasive is a stand alone company. Boome was purchased by Dell. Standard adapters for CRM and ERP applications can support the required data flow.

Zann Yap
Title: Growth
Company: Workato
(Growth, Workato) |

Hi Matthew,

I know this is a late reply, but have you found a solution yet?

The QuickBooks and Salesforce integration solution from Intuit was discontinued on December 3rd, 2014. Workato has a Quickbooks + Salesforce integration solution that addresses most common integration scenarios.

For more information, please check out: https://www.workato.com/Salesforce+QuickBooks

You may also find this demo helpful: http://youtu.be/pw9W5TkrqV4

Aisha Sharma
Title: Developer
Company: Mansa
LinkedIn Profile
(Developer, Mansa) |

Hi Matthew,
I would like to introduce one more native appexchange app – SynQ. With SynQ, you can look at your Quickbooks online financial information right within Salesforce. Few Features:
1. It maps any Custom Field in Salesforce Object to Quickbook Online
2. Syncs customer details with Account
3. You can see all the invoices related to an Account. You can also drill down into the specific invoice details and invoice line details too.
4. You can see all the payments related to an Account. You can also drill down into the specific payment details and the related invoice details too.
Here is the Appexchange link:

https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5eTfEAJ

Jennifer Smith
Title: Consultant
Company: Salesforce
(Consultant, Salesforce) |

Hi Matthew,

There are many tools for doing this for ex. Zapstich, DBSync or Informatica. As per my experience, I will suggest DBSync as it provides you the combination of Salesforce and QuickBooksOnline adapters. You can integrate your salesforce and QuickBooksOnline by using our default ready template under the Process Library section. The ready to use process template sync's data from Salesforce to QuickBooks Online and vice-versa.

You can get it here : http://www.mydbsync.com/integration/salesforce-quickbooks-solutions/online-integration

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