StorageCraft utilises Salesforce to manage their sales cycle and Quickbooks to manage their nances. With no link between
the two, and a large volume of transactions, StorageCraft had duplication of information and a lack of automation in their
business processes from order to cash. The solution needed to cater for the B2B component of the business and the
Salesforce customisations they had put in place to manage their non-standard sales process in a channel model.
StorageCraft selected WDCi and with their recommendation, the Boomi platform. The existing Quickbooks and Salesforce connectors for the Boomi platform would ensure a rapid implementation time.
Customer uses Salesforce to track sales opportunities and QuickBooks as their accounting system. When Opportunities are “Closed Won” in Salesforce an Order or invoice was created manually in QuickBooks. In addition the Customer and Product information is not in sync between the two systems.
||Automate the invoice creation, product and contact synchronisation.
||Salesforce Accounts > Quickbooks Company
QuickBooks Items > Salesforce Products
Salesforce Opportunity > QuickBooks Order/Invoice
QuickBooks Order/Invoice Number > Salesforce Opportunity (Invoice Number)
||When an Opportunity is in the “Closed Won” stage in Salesforce, an order or invoice is automatically created in QuickBooks. Items in QuickBooks are created and updated as Products in Salesforce.
||All errors are handled inside Salesforce.
The user can choose to configure the email alert to receive email error notifications.
QuickBooks allows us to create custom fields. Sometimes we are required to retrieve the custom fields in the integration process.
So how do we want to get the custom field values out of an object using qbXML?
We will need to set the OwnerID to 0 in the request.
For example, we perform an ItemServiceQuery request with the following request:
<?xml version='1.0' encoding='UTF-8'?>
In return, we will receive the following response including the custom fields and their values:
<ItemQueryRs requestID="2" statusCode="0" statusMessage="Status OK" statusSeverity="Info">
StorageCraft required a custom solution to integrate their unique sales and distribution model in Salesforce to their Quickbooks accounting package.
They knew their requirements didn’t fit anything out-of-the-box but they didn’t want a complex project with a matching price tag either.
The solution provided for the automatic sync of Products and Accounts plus Invoice creation from Opportunities.
This rapid solution has freed them up from hours of manual processing. For more details check out the case study.
Thanks to Richard, Claire and the StorageCraft team for working with us to make this a success.
Pity the Golden Globes are finished, cos this one would surely have been in the running for the best Salesforce – Quickbooks integration video.
Check it out and see how easy it is to synchronise your data between Salesforce and Quickbooks.
Our ReadyMade integration solutions now includes accounting software QuickBooks. This adds to our existing list of accounting system integrations such as MYOB and Saasu. Check out the design of the process.
Contact the WDCi team if you would like to know more details about how QuickBooks integration with Salesforce works, a demo can be easily arranged to show you the automation.