Connect Salesforce with Quickbooks

Last updated Mon May 23 2022

This solution will set you up for success with guidance to:

  • Retrieve new Account from Salesforce
  • Add new customer to Quickbooks
  • Return Quickbooks ID to Salesforce

Overview:

Enhance your experience in Salesforce by connecting directly to Quickbooks to add new customer. This solution allows bi-directional exchange of IDs

This solution allows you to easily input customer records into Quickbooks from Salesforce. Automating the transfer of data eliminates the delay and errors that frequently occur with manual data entry from one system to another, and frees up employees to focus on higher level tasks.

This solution allows you to easily get data from Salesforce and map it to create or update information in Quickbooks. Quickbooks can then return a confirmation value to Salesforce. This allows Salesforce users to easily see which records have associated Quickbooks records and view data from Quickbooks that they typically would not have access to in Salesforce.

Integrating Salesforce with Quickbooks saves time and money by automating manual data entry from one program to another. It also allows pertinent information from Quickbooks to be passed to Salesforce, eliminating the need for the Salesforce user to have a Quickbooks license to retrieve the information.

The recipe qualifies for Boomi’s Recipe Program

This Recipe is eligible for Boomi’s Recipe Program – that bundles free expertise from the Boomi PSO team included in the price of this prebuilt offering. The Boomi experts will help you get set up faster than ever, allowing you to get the most out of the Boomi AtomSphere Platform.

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