Salesforce

Can I sync orders from Salesforce to QuickBooks?

Connex can sync orders from Salesforce to QuickBooks from the orders module

How do I set it up?

Here are the steps:

  1. Login to Connex.
  2. Click add new connection.
  3. Choose Salesforce.
  4. Sign into Salesforce through Connex.
  5. Choose sync orders to QuickBooks.
  6. Complete the install wizard.

How do the fields map?

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

Salesforce QuickBooks Notes
Effective Date Order Date  
Description Order Number Formatted QB Order Number 123
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  

What do the orders look like?

Here is a screenshot from Salesforce:

Here is a screenshot from QuickBooks: