QuickBooks and Salesforce Connector is taking the cloud-based platforms to the new altitudes. Now dealing with the QuickBooks unlimited data is much easier than ever before. QuickBooks salesforce connector is working as a bridge based between QuickBooks and Salesforce. With the help of this application, User can integrate the online Accounting part of QuickBooks to the salesforce end. It can help you do your accounting in QuickBooks while you can access the QuickBooks financial data through Salesforce. User can synchronize the Customers, Invoices, Payments, Estimates & Products from QuickBooks in Salesforce. Features: Customers synchronization as Accounts and Contacts at Salesforce end. Synchronization of Product and services from QuickBooks to Salesforce end Provides integration with QuickBooks, helps to track expenses, create customer reports. Synchronize Invoices, Payments, Estimates from QuickBooks to Salesforce end. You can connect to the five QuickBooks Application to your Salesforce Org

1. QuickBooks Salesforce Connector:
QuickBooks and Salesforce Integration is taking the cloud-based
platforms to the new heights. Now dealing with the QuickBooks
unlimited data is much easier than ever before. QuickBooks
Salesforce connector is working as a bridge based between
QuickBooks and Salesforce. With the help of this application, User
can integrate the online Accounting part of QuickBooks to the
salesforce end. And User can synchronize the Customers, Invoices,
Payments, Estimates & Products from QuickBooks in Salesforce.

2. © Copyright Webkul Software, All rights reserved.
Features
■ Customers synchronization as Accounts and Contacts at Salesforce end.
■ Synchronization of Product and services from QuickBooks to Salesforce end.
■ Provides integration with QuickBooks, And it helps to track expenses, create
customer reports.
■ Synchronize Invoices, Payments, Estimates from QuickBooks to Salesforce end.
■ You can connect upto the Multiple QuickBooks Application to your Salesforce
Org

3. © Copyright Webkul Software, All rights reserved.
Installation At QuickBooks End
Create an App by logging into QuickBooks end Select APIs

4. © Copyright Webkul Software, All rights reserved.
Select the API

5. © Copyright Webkul Software, All rights reserved.
Select the Key| Development Keys |Copy these keys.

6. © Copyright Webkul Software, All rights reserved.
Select the Settings|Enter the App name| Enter the Terms of Services Links

7. © Copyright Webkul Software, All rights reserved.
Installation At Salesforce End
Once you install QuickBooks Salesforce Connector from AppExchange. Go through the
screenshots mentioned below.:
Go to Setup | Apex Setting | Enable the Deploy Metadata from Non-Certified Package
Versions via Apex.

8. © Copyright Webkul Software, All rights reserved.
Go to App Menu | Select eShopSync for Quickbooks| Select the settings menu

9. © Copyright Webkul Software, All rights reserved.
Enter the Update Secret keys from the QuickBooks Development Keys Section.

10. © Copyright Webkul Software, All rights reserved.
Enter these Links in the Redirect Url Section of the QuickBooks panel

11. © Copyright Webkul Software, All rights reserved.
Click on Connect to QuickBooks for establish the connection between QuickBooks and
Salesforce

12. © Copyright Webkul Software, All rights reserved.
Click On Setting Panel for Configuration and Setup

13. © Copyright Webkul Software, All rights reserved.

14. © Copyright Webkul Software, All rights reserved.
By going through the Field Mapping you can map the standard fields of QuickBooks to the
Salesforce end with the compatible data type.
Note: You can reset the Field Mapping once you deleted the mapped Fields.

15. © Copyright Webkul Software, All rights reserved.
User can map the Custom Fields of QuickBooks to the Salesforce Fields in the field mapping
section

16. © Copyright Webkul Software, All rights reserved.
In the Record Type Mapping section. User can set the Record Type according to Criteria.

17. © Copyright Webkul Software, All rights reserved.
You can set Matching Criteria to prevent duplicate records to be created in Salesforce. you
can match the records from both the platforms based on different fields and the records will
only sync if the values in these fields match. For example- If the matching criteria are set with
the Email field, if the email field matches for the records on both the platforms, it will sync
those records. If the email is not already existing, it will create a new record in Salesforce.

18. © Copyright Webkul Software, All rights reserved.
Synchronization Process
Sync Customers: Click on Sync option to start exporting data from QuickBooks as shown below.

19. © Copyright Webkul Software, All rights reserved.

20. © Copyright Webkul Software, All rights reserved.
Sync Product & Services: Click on Sync option to start exporting Products from QuickBooks as
shown below.

21. © Copyright Webkul Software, All rights reserved.

22. © Copyright Webkul Software, All rights reserved.
Sync Estimate: Click on Sync option to start exporting estimate from Quickbooks as shown below.

23. © Copyright Webkul Software, All rights reserved.
Sync Payment: Click on Sync option to start exporting Payment data from QuickBooks as shown
below.

24. © Copyright Webkul Software, All rights reserved.
Sync Invoice: Click on Sync option to start exporting Invoices from QuickBooks as shown
below.

25. © Copyright Webkul Software, All rights reserved.
Support:
For any further query, Click To Create Ticket:
https://eshopsync.com/contact-us/
To view all our applications in Appexchange, go to Webkul Appexchange Apps:
https://appexchange.salesforce.com/results?keywords=webkul

26. © Copyright Webkul Software, All rights reserved.