by rssbus | February 04, 2019

Synchronize Payments from QuickBooks to Salesforce

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Synchronize Payments from QuickBooks to Salesforce

The sample project featured in this article has built-in templates for retrieving QuickBooks payments and inserting them into a custom Payments object in your Salesforce account, as well as a map script that will transform the XML structure of a QuickBooks payment to a valid custom Salesforce payment object, ready to be sent to Salesforce.

The connectors are configured to automatically move files from one connector to the next until the payments from Quickbooks are added to Salesforce. If there is already an existing payment record in Salesforce with a matching record ID, the application will instead update the existing Salesforce payment with the new data. You can login to your Salesforce account to check for new payments.

You can schedule the application to poll QuickBooks for new records whenever you want from the QuickBooks port settings page, or manually process files using the Receive button from the Receive tab of the QuickBooks connector.

In order to configure this flow, please follow these steps:

  1. Go to the Ports tab and click the Import Settings button. In the dialog that appears, choose the file to import the project's settings and port configurations.
  2. After you have imported the sample, start by selecting the QuickBooksOnline port and navigating to the Settings tab. If you have not already installed the QuickBooks port, the application will prompt you to install it.
  3. From Settings, to connect to your QuickBooks account, you will need to click the button that says Connect and login to your QuickBooks account.
  4. Next open the Salesforce port and navigate to the Settings tab. If you have not installed the Salesforce port, the application will prompt you to install it.
  5. You also need to establish a connection to Salesforce. You will need to set the Username, Password and Security Token.
    The Username and Password are the same credentials you use to log into your Salesforce account, while the Security Token is a code assigned by Salesforce that is changed whenever you reset your password. If you do not know it, you can send a request to Salesforce from your account to have the token reset.
    After setting these credentials, click the Test Connection button to verify that you can connect to your Salesforce account from RSSBus Connect.
  6. To execute the sample, navigate to the Receive tab of the QuickBooks port. Click the Receive button to begin retrieving payment records from QuickBooks.