Salesforce

Can I sync orders from QuickBooks to the Salesforce order object?

Add a custom package to make custom fields, then sync orders.

Install package

Install a package to create the custom fields. Salesforce is missing fields where QuickBooks needs to map and the package will create them.

Here are the custom fields that are created:

How do Salesforce accounts and QuickBooks map?

We map the QuickBooks company name to the Salesforce account field. If no company is supplied, then we map the customer name field:

If the account is missing, then Connex will create the account and associate a contact. 

How does Connex check for duplicates?

We match the QuickBooks order number to the QB order number custom field in Salesforce.

Create order

In QuickBooks, create a new sales order or invoice. In the class field, enter Salesforce:

 

Run your web connector. Here is the end result:

How do the fields map?

Our tool pulls the account, contact, and order. Here is a field mapping diagram:

Salesforce QuickBooks
Effective Date Order Date
QuickBooks Order Number Order Number
Shipping Address Full Name Line 1 of shipping address
Shipping Address Company Name Shipping address company name
Contact Billing City Billing City
Contact Billing State Billing State
Contact Billing Postal Code Billing Postal Code
Contact Billing Country Billing Country
Contact Billing Company Billing Company
Contact Phone Phone
Contact Email Email
Contact First Name Billing First Name
Contact Last Name Billing Last Name
Contact Ship To First Name Shipping First Name
Contact Ship To Last Name Shipping Last Name
Contact Ship To Phone Shipping Phone
Contact Ship To Shipping Address Shipping Address
Contact Ship To City Shipping City
Contact Ship To State Shipping State
Contact Ship To Postal Code Shipping Postal Code
Contact Ship To Country Shipping Country
Line Item Product Code Item Name
Line Item Name Item Description
Line Item Unit Price Line Item Unit Price
Line Item Quantity Line Item Quantity
Line Item Description Item Description
Line Item Inventory Site Item Inventory Site
Line Item Inventory Bin Item Inventory Bin
Other Other
Project Project
Invoice Terms Invoice Terms
Payment Method Payment Method
Sales Rep Sales Rep
Tracking Number Tracking Number
QuickBooks Class Class
Memo Memo
Due Date Due Date
Order Number N/A
Id N/A