Connex for QuickBooks Desktop User Guide
Connex for QuickBooks Online User Guide
Frequently Asked Questions
Integrations Help Guide
Rules Engine Guide
General Troubleshooting Guide
QuickBooks Point of Sale (POS) - ARCHIVED
Integration Guides (No Longer Supported)
Can I sync orders from QuickBooks to the Salesforce order object?
Add a custom package to make custom fields, then sync orders.
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.
In QuickBooks, create a new sales order or invoice. In the class field, enter Salesforce:
Run your web connector. Here is the end result: