QuickBooks and Salesforce.com Integration
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 found 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 | |
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 |