Overview

This page highlights features of Intuit's QuickBooks and Salesforce.com integration. This information may be useful when integrating Lead Liaison with Salesforce.com along side a QuickBooks and Salesforce.com integration. More information on Intuit's QuickBooks and Salesforce.com integration can be f ound here.

QuickBooks does not sync anything to Salesforce.com Leads. It only syncs to Contacts, Accounts and Opportunities.
Syncing is done every 15 minutes and only new or updated records are synced.
When a new order is created in QuickBooks on a customer account the order gets synced as an Opportunity in Salesforce.com on the Salesforce.com Account. No contacts are automatically associated with the Opportunity (under the "Contact Roles" section). For example, five (5) new orders in QuickBooks for one (1) account will result in five (5) new Salesforce.com Opportunities for the Salesforce.com Account.
On initial sync or when a new account is detected QuickBooks uses the Main Contact in QuickBooks and adds that person in Salesforce.com on the Account object into custom fields on the Account (see below) and creates a new Salesforce.com Contact on the Account. When the Main Contact in QuickBooks changes this will change the contact on the Account object in the custom fields added by QuickBooks. The Salesforce.com Contact created from the original Main Contact does not get removed or changed. A new Salesforce.com Contact will get created if the Main Contact is updated in QuickBooks.
QuickBooks creates 28 custom fields in Salesforce.com (listed below).
If the main contact changes in QuickBooks then the contact on the Account object will change; however, a new Contact will not be created.

Object	Field	API Name	Data Type
Account	Credit Limit	Intuit_SFforQB__Credit_Limit__c	Currency(16, 2)
Account	Customer List Id	Intuit_SFforQB__Customer_List_Id__c	Text(255) (External ID) (Unique Case Sensitive)
Account	Email Address	Intuit_SFforQB__Email__c	Email
Account	First Name	Intuit_SFforQB__First_Name__c	Text(255)
Account	Last Modified By Sync	Intuit_SFforQB__DataSync_Modified_Date__c	Date/Time
Account	Last Name	Intuit_SFforQB__Last_Name__c	Text(255)
Account	Open Balance	Intuit_SFforQB__Open_Balance__c	Currency(16, 2)
Account	QuickBooks Customer Type	Intuit_SFforQB__QuickBooks_Category_Type__c	Text(255)
Account	Ready To Sync	Intuit_SFforQB__Ready_To_Sync__c	Checkbox
Account	Sales Rep	Intuit_SFforQB__SalesRep__c	Text(255)
Account	Terms	Intuit_SFforQB__Terms__c	Text(255)
Contact	Customer List Id	Intuit_SFforQB__Customer_ListID__c	Text(255) (External ID) (Unique Case Sensitive)
Contact	QuickBooks Primary Contact	Intuit_SFforQB__QuickBooks_Primary_Contact__c	Checkbox
Opportunity	Billing Address	Intuit_SFforQB__Billing_Address__c	Text Area(255)
Opportunity	Due Date	Intuit_SFforQB__Due_Date__c	Date
Opportunity	Last Modified By Sync	Intuit_SFforQB__DataSync_Modified_Date__c	Date/Time
Opportunity	P.O. Number	Intuit_SFforQB__PO_Number__c	Text(255)
Opportunity	Ready To Sync	Intuit_SFforQB__Ready_To_Sync__c	Checkbox
Opportunity	Sales Rep	Intuit_SFforQB__Sales_Rep__c	Text(255)
Opportunity	Ship Date	Intuit_SFforQB__Ship_Date__c	Date
Opportunity	Shipping Address	Intuit_SFforQB__Shipping_Address__c	Text Area(255)
Opportunity	Terms	Intuit_SFforQB__Terms__c	Text(255)
Opportunity	Total Amount	Intuit_SFforQB__Total_Amount__c	Currency(16, 2)
Opportunity	Tracking Number	Intuit_SFforQB__TrackingNumber__c	Text(12)
Opportunity	Transaction Date	Intuit_SFforQB__Transaction_Date__c	Date
Opportunity	Transaction ID	Intuit_SFforQB__Transaction_TxnID__c	Text(255) (External ID) (Unique Case Sensitive)
Opportunity	Transaction Number	Intuit_SFforQB__Transaction_Number__c	Text(255)
Opportunity	Transaction Type	Intuit_SFforQB__Transaction_Type__c	Picklist

QuickBooks and Salesforce.com Integration

Overview