Salesforce to QuickBooks Connection and Mapping

Step 1: For Salesforce to QuickBooks Mapping, go to the Object and Field Setup Page.

Step 2: Then, you can do the Mapping, the same as above and click on the save button.

Step 3: Now, we will show how to sync the Salesforce Account with a QuickBooks customer.

Mapping for Account-Customer in object

First, we create the mapping for Account-Customer in object and field setup.

Edit page on Account Record

Filling up Design Attributes field

• In choosing the QuickBooks Company ID Design attribute, select the company ID that you want to sync with (mapping is required).
•  Choose the QuickBooks entity design attribute to select and sync with.

• Now, you can go to the Record and click on the Sync button to sync that record in QuickBooks.

Step 4: After you have synced the record, go to QuickBooks Online and check for the record.

1. Create Flow on the Salesforce Object that you want to sync in QuickBooks.

Go to the home and search the Flows:

Then you have to choose the (QB Sync Made Easy): 

Create Customer on Account Creation) and click on the Apex Action Fill required fields in Flow, and then you have to create an Account.

Then, you have to click on the Save As Button again, then it shows the Save As page, and click on the Save button, then click on the Activate the button. Now your Flow has been activated

If you have to update the account you choose (QB Sync Made Easy: Update Customer on Account Updation), click on the Edit and fill the required fields that you want in Flow. Then you have to click on the Apex Action (Create QB Record). Fill the required fields, and then you have to Update the account.

Now, you have to click on the Save As Button again show the save as page and click on the Save button, then click on the Activate button. Now your Flow has been activated.

Mapping for Product-Item in the object and field setup.

Fill the Pricebook on Record Page.

Edit Page on Product Record

Then go to the Product record and click on the edit page.

Fill Design Attributes Field

• In choosing the QuickBooks Company ID Design attribute, select the company ID that you want to sync with (Mapping is required).
• Choose the QuickBooks entity Design attribute to select and sync with.

• Now, you can go to the Record and click on the Sync QB button to Sync that Record in QuickBooks.

Step 5: After you have synced the Record, go to QuickBooks Online and check for the record.

Mapping for Opportunity-Estimate in object and field setup.

Add the Account and Product that you have to Sync.

Edit Page on Opportunity Record

Filling the Required Design Attributes

• In choosing the QuickBooks Company ID Design attribute, select the company ID that you want to sync with (Mapping is required)
•  Choose the QuickBooks entity Design attribute to select and sync with.

Step 6: After you have synced the Record, go to QuickBooks Online and check for the record.

Sending Estimate to an Email From Salesforce.

Step 7: Add the button to a record page (which is Synced with QuickBooks Estimate).

Step 8: The model will pop up here; you can fill in the Email and click on the Send button to send that estimate as a PDF to the email.

Convert Estimate to Invoice From Salesforce.

First, we have to add the button and click. Then your invoice is created.

Step 9: Now, go to the App launcher and search for the invoice; then you have to see your Invoice.