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I want to know about Quickbooks desktop and Salesforce integration. I am going to make integration to send data from Quickbooks desktop to Salesforce.

This integration will send customer, Salesorders,invoices, items, credit from Quickbooks desktop to Salesforce.

I have a query about What if I will create Opportunity in Salesforce for Quickbooks desktop Salesorder and for Invoices? Is it good/correct what I am thinking?

Also how can I create credit from Quickbooks desktop into salesforce?

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Is this an in-house development effort or will you be using a connector? This link from Shellblack gives a very good overview.

If you are using a connector, there are so many to choose from with various price points and nuances.

These seem to be highly rated:

  1. https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q7fhEAA
  2. https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016bTHEAY
  3. https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000ptXmEAI

In addition to the integration connectors mentioned in the Shellback post, you can also check out Jitterbit and Zapier. I believe that using External Objects and Salesforce Connect is also a possibility but I assume this will be unnecessarily expensive, as this tends to run around USD 4,000 pcm.

If you are keen to do in-house development, then this link may help you: https://stackoverflow.com/questions/8179052/salesforce-quickbooks-integration-using-rest-api.

My experience tells me that using a paid-for solution is often cheaper in the long run.

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We're one of the apps that Andy kindly linked to (we're Breadwinner) but we can't help the original poster as they want to integrate with QuickBooks (Desktop) and we only integrate with QuickBooks Online. Of the other links, DBSync definitely works with QB Desktop, and I'm not sure about the third.

You can also try Autofy, which integrates with QB Desktop.

The issue is that, whatever you pick, you'll need a program running on your Windows computer that can operate in the background. And, with that you get all the challenges of ensuring your own uptime.

If you do go with DBSync, read the reviews on the AppExchange carefully. Most are quite positive, though a significant percentage discuss unexpected additional costs.

Finally, you can build a connection yourself, though this is no trivial task.

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Yes it is the right approarch of creating Opportunities in Salesforce & sync it as Invoices in Quickbooks /SalesOrder .

Advantages are :

1) Better Order ,Invoice & payments management 2) Eliminate double data entry 3) Better error management & data issues

  • What exactly is your affiliation with this product? – Adrian Larson Feb 28 '17 at 14:34
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    Please edit your post to make this affiliation explicit. Without that, many users will consider your content spam. – Adrian Larson Mar 1 '17 at 16:11

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